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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1025 | 1106 | 1180 | 1459 | 1882 |
Fund Return | 4.31% | 2.45% | 10.61% | 5.68% | 7.85% | 6.53% |
Place in category | 328 | 385 | 457 | 299 | 312 | 226 |
% in Category | 54 | 71 | 92 | 72 | 82 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glblalloc Fund D2 GBPHdgd | 49.5M | 2.90 | 3.15 | 4.56 | ||
BlackRock Glblalloc Fund A2 GBPHdgd | 73.84M | 2.84 | 2.38 | 3.78 | ||
LU0827876318 | 372.16M | 6.79 | 6.67 | - | ||
LU0827889725 | 80.88M | 5.24 | 1.58 | 8.96 | ||
LU0827890145 | 4.26M | 4.23 | -3.04 | 5.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity AmericaFund W Acc GBP | 40.52M | 10.94 | 8.12 | 9.47 | ||
Fidelity AmericaFund A DIST GBP | 2.13M | 9.99 | 7.20 | 8.57 | ||
BlackRock USBasicValue D2 GBP | 93.81M | 4.37 | 6.47 | 7.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock ICS USD LiqEnvtlyAwr Agcy Inc | IE00BK8MB266 | 3.88 | - | - | |
Wells Fargo&Co | US9497461015 | 3.86 | 79.98 | +1.43% | |
Citigroup | US1729674242 | 3.27 | 84.61 | +3.06% | |
SS&Cs | US78467J1007 | 2.85 | 88.66 | +0.09% | |
First Citizens BancShares | US31946M1036 | 2.84 | 2,141.49 | +1.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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