
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1022 | 1091 | 1092 | 1180 | 1569 |
Fund Return | 2.06% | 2.2% | 9.1% | 2.98% | 3.37% | 4.61% |
Place in category | 1046 | 1117 | 753 | 578 | 514 | 165 |
% in Category | 73 | 78 | 58 | 51 | 49 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Purisima Global Total Return A | 1.84B | 24.69 | 9.68 | 14.01 | ||
Purisima Global Total Return B | 10.06B | 24.38 | 9.40 | 13.72 | ||
Purisima Global Total Return Int | 863.14K | 24.07 | 9.13 | 13.43 | ||
GB00BZ2K2M84 | 1.17B | 4.58 | -2.32 | - | ||
CF Prudential Dynamic Focused 20 5a | 347.94M | 2.06 | 2.99 | 4.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.4B | 11.23 | 3.06 | 6.56 | ||
LifeStrategy 60 Equity Fund A Inc | 16.4B | 11.23 | 3.06 | 6.57 | ||
Balanced Portfolio Accumulation C | 5.56B | 3.05 | 5.69 | 7.19 | ||
Balanced Portfolio Income C | 5.56B | 3.05 | 5.26 | 7.04 | ||
Portfolio Retail X Accumulationx | 5.56B | 3.03 | 5.44 | 6.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Corporate Bond Tracker Fund X Acc | GB00B5WN6148 | 18.45 | 1.48 | 0% | |
BlackRock UK Equity Tracker Fund X Acc | GB00B5W74904 | 10.62 | 2.58 | +0.57% | |
M&G (Lux) Sterling Liquidity GBPZ6A Dist | LU2343372467 | 9.73 | - | - | |
iShares US Corp Bd Idx (IE) Flex Acc GBP | IE0003NA3WI1 | 9.69 | - | - | |
iShares Pacific ex Jpn Eq Idx (UK) X Acc | GB00B5367X11 | 5.37 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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