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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 995 | 1059 | 1036 | 1153 | 1562 |
Fund Return | 5.9% | -0.5% | 5.9% | 1.19% | 2.89% | 4.56% |
Place in category | 824 | 949 | 824 | 543 | 508 | 156 |
% in Category | 63 | 67 | 63 | 46 | 48 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Purisima Global Total Return A | 1.83B | 24.19 | 9.25 | 13.90 | ||
Purisima Global Total Return B | 10.18B | 23.91 | 8.98 | 13.61 | ||
Purisima Global Total Return Int | 876.49K | 23.63 | 8.71 | 13.32 | ||
GB00BZ2K2M84 | 1.22B | 2.24 | -3.32 | - | ||
CF Prudential Dynamic Focused 20 5a | 348.49M | 5.90 | 1.20 | 4.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.29B | 11.23 | 3.06 | 6.56 | ||
LifeStrategy 60 Equity Fund A Inc | 16.29B | 11.23 | 3.06 | 6.57 | ||
Balanced Portfolio Accumulation C | 5.45B | 10.82 | 3.08 | 7.17 | ||
Balanced Portfolio Income C | 5.45B | 9.44 | 2.65 | 7.03 | ||
Portfolio Retail X Accumulationx | 5.45B | 10.56 | 2.83 | 6.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Corporate Bond Tracker Fund X Acc | GB00B5WN6148 | 18.30 | 1.46 | 0% | |
BlackRock UK Equity Tracker Fund X Acc | GB00B5W74904 | 10.28 | 2.52 | +0.24% | |
M&G (Lux) Sterling Liquidity GBPZ6A Dist | LU2343372467 | 9.93 | - | - | |
iShares US Corp Bd Idx (IE) Flex Acc GBP | IE0003NA3WI1 | 9.71 | - | - | |
iShares Pacific ex Jpn Eq Idx (UK) X Acc | GB00B5367X11 | 5.41 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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