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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1025 | 1082 | 972 | 1054 | 1364 |
Fund Return | 2.69% | 2.46% | 8.19% | -0.94% | 1.05% | 3.15% |
Place in category | 749 | 516 | 797 | 1119 | 1006 | 454 |
% in Category | 54 | 35 | 60 | 87 | 93 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentinel Universal Portfolio B Accu | 91.55M | 4.61 | 3.09 | 5.59 | ||
Portfolio Retail Accumulation | 5.01M | 4.28 | 2.32 | 4.91 | ||
Universal Portfolio Retail Income | 2.22K | 4.26 | 2.29 | 5.09 | ||
Sentinel Universal Portfolio Class | 1.47M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 77.77M | 7.25 | 2.24 | 9.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.39B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.39B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 4.94B | 4.16 | 3.00 | 5.49 | ||
Balanced Portfolio Retail Income | 4.94B | 4.16 | 2.99 | 5.49 | ||
Balanced Portfolio C Accumulation | 4.94B | 4.42 | 3.59 | 6.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 6.02 | 148.461 | +0.41% | |
JPM Global Equity Income S GBP Net Acc | GB00BLJP7121 | 5.97 | - | - | |
JPM US Research Enhanced Idx Eq E Acc | GB00BJRCPT57 | 5.97 | - | - | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 5.02 | 274.71 | -0.27% | |
Royal London Diversified ABS Fund Z Acc | GB00B4K6P774 | 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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