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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 995 | 1038 | 961 | 1056 | 1381 |
Fund Return | 3.84% | -0.47% | 3.84% | -1.32% | 1.1% | 3.28% |
Place in category | 1225 | 932 | 1225 | 1115 | 973 | 469 |
% in Category | 89 | 67 | 89 | 91 | 89 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund P GBP Acc | 2.36B | 26.36 | 11.52 | 14.47 | ||
American Equity Fund R GBP Acc | 2.36B | 26.68 | 11.80 | 14.76 | ||
American Equity Fund U1 GBP Acc | 2.36B | 26.77 | 11.88 | 14.84 | ||
American Equity Fund U2 GBP Acc | 2.36B | 28.75 | 12.93 | 15.28 | ||
American Equity Fund A GBP Acc | 2.19B | 27.69 | 11.92 | 14.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.04B | 11.23 | 3.06 | 6.56 | ||
LifeStrategy 60 Equity Fund A Inc | 16.04B | 11.23 | 3.06 | 6.57 | ||
Balanced Portfolio Accumulation C | 5.34B | 10.82 | 3.08 | 7.17 | ||
Balanced Portfolio Income C | 5.34B | 9.44 | 2.65 | 7.03 | ||
Portfolio Retail X Accumulationx | 5.34B | 10.56 | 2.83 | 6.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares UK Gilts All Stks Idx (UK) L Acc | GB00B08HD364 | 8.42 | - | - | |
Quilter Investors Corp Bd U2 (GBP) Acc | GB00BD9MP466 | 5.60 | - | - | |
Quilter Inv Stlg Corp Bd A GBP Acc | GB00BQ7ZB848 | 5.58 | - | - | |
Wellington Global Credit Plus Fund G GBP Dis Hedge | IE00B7FC8D89 | 4.25 | 9.714 | +0.04% | |
Allianz Strategic Bond I Acc | GB00BJ1DZT42 | 3.69 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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