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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 997 | 1058 | 976 | 1037 | 1371 |
Fund Return | 5.85% | -0.31% | 5.85% | -0.81% | 0.72% | 3.21% |
Place in category | 843 | 873 | 843 | 1061 | 1024 | 484 |
% in Category | 64 | 63 | 64 | 87 | 93 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Portfolio Retail Income | 20.87K | 9.23 | 1.86 | 5.22 | ||
Sentinel Universal Portfolio B Accu | 99.75M | 11.99 | 3.59 | 5.89 | ||
Sentinel Universal Portfolio Class | 1.31M | 10.07 | 2.66 | 5.71 | ||
Portfolio Retail Accumulation | 4.73M | 9.25 | 1.89 | 5.02 | ||
MGTS Greystone Global Growth Fund R | 77.13M | 14.06 | 1.65 | 9.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.31B | 11.23 | 3.06 | 6.56 | ||
LifeStrategy 60 Equity Fund A Inc | 16.31B | 11.23 | 3.06 | 6.57 | ||
Balanced Portfolio Income C | 5.46B | 9.44 | 2.65 | 7.03 | ||
Portfolio Retail X Accumulationx | 5.46B | 10.56 | 2.83 | 6.91 | ||
Balanced Portfolio Accumulation C | 5.46B | 10.82 | 3.08 | 7.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPM US Research Enhanced Idx Eq E Acc | GB00BJRCPT57 | 6.05 | - | - | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 6.00 | 153.467 | -0.01% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 5.00 | 294.48 | +1.18% | |
JPM Global Equity Income S GBP Net Acc | GB00BLJP7121 | 5.00 | - | - | |
Jupiter Global Macro Bond U1 GBP Acc | GB00BHBX7Y96 | 4.02 | - | - |
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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