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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1147 | 1022 | 1205 | 1274 | 1545 | 1978 |
Fund Return | 14.71% | 2.18% | 20.52% | 8.4% | 9.09% | 7.06% |
Place in category | 443 | 485 | 439 | 278 | 273 | 208 |
% in Category | 91 | 92 | 92 | 62 | 73 | 86 |
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 A2 GBP | 378.09M | 13.93 | 7.59 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.31 | 70.60 | +0.37% | |
Citigroup | US1729674242 | 2.95 | 69.52 | +0.48% | |
CVS Health Corp | US1266501006 | 2.66 | 43.79 | -1.30% | |
Cardinal Health | US14149Y1082 | 2.42 | 117.61 | -0.57% | |
First Citizens BancShares | US31946M1036 | 2.38 | 2,118.98 | -0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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