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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 965 | 1075 | 1128 | 1365 | 1705 |
Fund Return | 7.54% | -3.47% | 7.54% | 4.09% | 6.42% | 5.48% |
Place in category | 445 | 426 | 445 | 284 | 296 | 227 |
% in Category | 89 | 77 | 89 | 62 | 81 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glblalloc Fund D2 GBPHdgd | 48.07M | 9.23 | 0.40 | 4.25 | ||
BlackRock Glblalloc Fund A2 GBPHdgd | 72.01M | 8.42 | -0.35 | 3.47 | ||
LU0827876318 | 359.8M | 8.42 | -0.06 | - | ||
LU0827889725 | 81.35M | -8.77 | -0.38 | 7.98 | ||
LU0827890145 | 4.17M | -10.59 | -4.88 | 3.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity AmericaFund W Acc GBP | 41.46M | 17.09 | 11.61 | 10.25 | ||
Fidelity AmericaFund A DIST GBP | 2.13M | 16.17 | 10.68 | 9.34 | ||
BlackRock USBasicValue D2 GBP | 93.75M | 8.35 | 4.88 | 6.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.31 | 77.54 | -0.40% | |
Citigroup | US1729674242 | 2.95 | 81.69 | +0.02% | |
CVS Health Corp | US1266501006 | 2.66 | 52.99 | -0.30% | |
Cardinal Health | US14149Y1082 | 2.42 | 128.75 | +0.72% | |
First Citizens BancShares | US31946M1036 | 2.38 | 2,218.11 | -0.58% |
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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