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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1041 | 1172 | 1245 | 1434 | 1922 |
Fund Return | 5.8% | 4.12% | 17.17% | 7.59% | 7.48% | 6.75% |
Place in category | 395 | 384 | 300 | 353 | 310 | 34 |
% in Category | 68 | 68 | 53 | 67 | 71 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.02B | -5.79 | 9.72 | 5.97 | ||
Global Allocation Fund X4 USD | 498.88M | 2.96 | 5.34 | 6.79 | ||
LU0329592538 | 1.13B | 1.42 | 4.35 | 5.31 | ||
LU0724617625 | 1.28B | 1.30 | 3.57 | 4.53 | ||
Global Allocation Fund X2 USD | 844.63M | 1.58 | 5.36 | 6.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glbl Funds UK Fund A2 USD | 90.3M | 5.66 | 6.78 | 5.95 | ||
Investec GSF UK Alpha Fund I Acc US | 116.25M | 7.42 | 3.95 | 2.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 8.06 | 11,162.0 | -2.23% | |
Relx | GB00B2B0DG97 | 7.16 | 3,885.00 | -0.05% | |
Shell | GB00BP6MXD84 | 5.96 | 33.71 | +0.37% | |
3I Group | GB00B1YW4409 | 5.94 | 3,627.00 | -2.29% | |
Compass | GB00BD6K4575 | 5.85 | 2,559.00 | -0.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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