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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1020 | 1196 | 1245 | 1488 | 1835 |
Fund Return | 13.93% | 1.99% | 19.63% | 7.59% | 8.27% | 6.26% |
Place in category | 457 | 488 | 457 | 328 | 303 | 230 |
% in Category | 93 | 93 | 94 | 77 | 82 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glblalloc Fund D2 GBPHdgd | 46.37M | 11.52 | 1.54 | 4.34 | ||
BlackRock Glblalloc Fund A2 GBPHdgd | 70.63M | 10.77 | 0.79 | 3.57 | ||
LU0827876318 | 353.69M | 8.42 | -0.06 | - | ||
LU0827889725 | 76.15M | 0.11 | 4.65 | 8.26 | ||
LU0827890145 | 3.99M | -0.50 | 0.73 | 4.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity AmericaFund W Acc GBP | 39.16M | 17.09 | 11.61 | 10.25 | ||
Fidelity AmericaFund A DIST GBP | 2.09M | 16.17 | 10.68 | 9.34 | ||
BlackRock USBasicValue D2 GBP | 88.31M | 14.71 | 8.40 | 7.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.31 | 70.54 | +0.28% | |
Citigroup | US1729674242 | 2.95 | 69.78 | +0.85% | |
CVS Health Corp | US1266501006 | 2.66 | 44.14 | -0.50% | |
Cardinal Health | US14149Y1082 | 2.42 | 118.35 | +0.06% | |
First Citizens BancShares | US31946M1036 | 2.38 | 2,127.96 | -0.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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