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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1016 | 1084 | 1095 | 1097 | 1356 |
Fund Return | 2.59% | 1.62% | 8.36% | 3.07% | 1.87% | 3.09% |
Place in category | 306 | 266 | 653 | 707 | 1011 | 499 |
% in Category | 23 | 19 | 51 | 61 | 92 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentinel Universal Portfolio Class | 1.2M | 10.07 | 2.66 | 5.71 | ||
Portfolio Retail Accumulation | 4.02M | -0.93 | 2.39 | 4.38 | ||
Universal Portfolio Retail Income | 18.88K | -0.93 | 2.36 | 4.51 | ||
Sentinel Universal Portfolio B Accu | 91.66M | -0.85 | 3.12 | 5.06 | ||
MGTS Greystone Global Growth Fund R | 66.27M | 2.14 | 7.10 | 8.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.22B | 2.59 | 4.90 | 6.35 | ||
LifeStrategy 60 Equity Fund A Inc | 15.22B | 2.59 | 4.90 | 6.37 | ||
Port Institutional Accumulation | 4.97B | 3.42 | 6.29 | 6.80 | ||
Balanced Portfolio Accumulation C | 5.23B | 1.74 | 6.00 | 6.97 | ||
Balanced Portfolio Income C | 5.23B | 1.73 | 5.56 | 6.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 6.07 | 152.938 | -0.27% | |
JPM US Research Enhanced Idx Eq E Acc | GB00BJRCPT57 | 5.79 | - | - | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 5.00 | 269.26 | +0.09% | |
JPM Global Equity Income S GBP Net Acc | GB00BLJP7121 | 4.97 | - | - | |
Invesco Tactical Bond UK Z Acc | GB00B8N45T82 | 4.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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