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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1000 | 1105 | 958 | 1082 | 1405 |
Fund Return | 3.41% | 0.02% | 10.53% | -1.41% | 1.59% | 3.46% |
Place in category | 1275 | 1199 | 1310 | 1165 | 958 | 459 |
% in Category | 91 | 83 | 94 | 93 | 87 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund P GBP Acc | 7.64M | 19.49 | 11.85 | 14.69 | ||
American Equity Fund R GBP Acc | 830.04M | 12.46 | 10.26 | 14.54 | ||
American Equity Fund U1 GBP Acc | 412.97M | 12.52 | 10.34 | 14.62 | ||
American Equity Fund U2 GBP Acc | 1.01B | 12.59 | 10.43 | 14.70 | ||
American Equity Fund A GBP Acc | 43.32M | 6.85 | 12.91 | 14.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.09B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 16.09B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 5.25B | 8.40 | 2.95 | 5.59 | ||
Balanced Portfolio Retail Income | 5.25B | 8.37 | 2.95 | 5.59 | ||
Balanced Portfolio C Accumulation | 5.25B | 8.51 | 3.67 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares UK Gilts All Stks Idx (UK) L Acc | GB00B08HD364 | 8.24 | - | - | |
Quilter Investors Corp Bd U2 (GBP) Acc | GB00BD9MP466 | 5.51 | - | - | |
Quilter Inv Stlg Corp Bd A GBP Acc | GB00BQ7ZB848 | 5.49 | - | - | |
Wellington Global Credit Plus Fund G GBP Dis Hedge | IE00B7FC8D89 | 4.20 | 9.885 | +0.06% | |
Wellington Oppc Fxd Inc GBP S AcH | IE00BKP4XS59 | 4.04 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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