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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 967 | 1084 | 1154 | 1417 | 1839 |
Fund Return | 8.35% | -3.28% | 8.35% | 4.88% | 7.22% | 6.28% |
Place in category | 423 | 404 | 423 | 233 | 270 | 202 |
% in Category | 85 | 73 | 85 | 50 | 72 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glblalloc Fund D2 GBPHdgd | 48.46M | 9.23 | 0.40 | 4.25 | ||
BlackRock Glblalloc Fund A2 GBPHdgd | 72.66M | 8.42 | -0.35 | 3.47 | ||
LU0827876318 | 359.8M | 8.42 | -0.06 | - | ||
LU0827889725 | 80.31M | -8.77 | -0.38 | 7.98 | ||
LU0827890145 | 4.14M | -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 A2 GBP | 394.45M | 7.54 | 4.09 | 5.48 |
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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