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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1026 | 1114 | 1207 | 1515 | 2029 |
Fund Return | 4.37% | 2.65% | 11.44% | 6.47% | 8.67% | 7.33% |
Place in category | 318 | 348 | 450 | 256 | 276 | 198 |
% in Category | 53 | 65 | 90 | 62 | 73 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glblalloc Fund D2 GBPHdgd | 49.55M | 2.90 | 3.15 | 4.56 | ||
BlackRock Glblalloc Fund A2 GBPHdgd | 73.68M | 2.84 | 2.38 | 3.78 | ||
LU0827876318 | 372.76M | 6.79 | 6.67 | - | ||
LU0827889725 | 78.69M | 5.24 | 1.58 | 8.96 | ||
LU0827890145 | 4.15M | 4.23 | -3.04 | 5.06 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity AmericaFund W Acc GBP | 40.04M | 5.67 | 10.42 | 10.12 | ||
Fidelity AmericaFund A DIST GBP | 2.1M | 9.99 | 7.20 | 8.57 | ||
BlackRock USBasicValue A2 GBP | 398.77M | 4.31 | 5.68 | 6.53 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 4.04 | 77.50 | -1.44% | |
BlackRock ICS USD LiqEnvtlyAwr Agcy Inc | IE00BK8MB266 | 3.90 | - | - | |
Citigroup | US1729674242 | 3.53 | 79.65 | -2.08% | |
SS&Cs | US78467J1007 | 2.91 | 88.60 | -0.59% | |
First Citizens BancShares | US31946M1036 | 2.84 | 2,049.25 | -3.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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