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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1002 | 1060 | 942 | 1003 | 1227 |
Fund Return | 2.85% | 0.16% | 5.99% | -1.98% | 0.06% | 2.06% |
Place in category | 648 | 627 | 653 | 583 | 513 | 235 |
% in Category | 97 | 91 | 98 | 95 | 94 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.3B | 7.77 | 0.04 | 4.51 | ||
Moderate Portfolio R GBP Acc | 1.3B | 8.27 | 0.52 | 5.03 | ||
Old Mutual Cirilium Moderate Passiv | 1.71B | 10.58 | 4.21 | 6.94 | ||
Conservative Portfolio R GBP Acc | 198.66M | 3.24 | -1.50 | 2.63 | ||
Old Mutual Cirilium Conservative Pa | 179.52M | 5.35 | 0.66 | 3.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 5.85B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 5.85B | 0.46 | 0.60 | 4.78 | ||
General Multi-Index 4 Fund I Dist | 45.24M | 6.52 | 1.05 | 4.37 | ||
& General Multi-Index 4 Fund C Acc | 247.16M | 6.58 | 1.11 | 4.43 | ||
General Multi-Index 4 Fund C Dist | 6.58M | 6.57 | 1.11 | 4.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares UK Gilts All Stks Idx (UK) L Acc | GB00B08HD364 | 12.09 | - | - | |
Quilter Inv Stlg Corp Bd A GBP Acc | GB00BQ7ZB848 | 7.80 | - | - | |
Quilter Investors Corp Bd U2 (GBP) Acc | GB00BD9MP466 | 7.79 | - | - | |
Wellington Global Credit Plus Fund G GBP Dis Hedge | IE00B7FC8D89 | 7.52 | 9.892 | +0.13% | |
Wellington Oppc Fxd Inc GBP S AcH | IE00BKP4XS59 | 6.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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