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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1032 | 1134 | 1073 | 1212 | 1630 |
Fund Return | 8.91% | 3.19% | 13.41% | 2.39% | 3.93% | 5.01% |
Place in category | 391 | 217 | 384 | 427 | 316 | 111 |
% in Category | 33 | 17 | 31 | 36 | 32 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FP WHEB Sustainability Fund A Acc | 3.96M | -0.76 | -5.32 | 6.44 | ||
FP WHEB Sustainability Fund C Acc | 192.7M | -0.17 | -4.70 | 7.14 | ||
FP WHEB Sustainability Fund C GBP I | 249.85M | 1.39 | -3.19 | 7.95 | ||
Assets Fund Class C Accumulation | 138.55M | 17.63 | 6.90 | 9.94 | ||
Assets Fund Class C Income | 138.55M | 17.59 | 6.90 | 10.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.94B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.94B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 5.17B | 12.07 | 4.17 | 6.23 | ||
- Balanced Portfolio C Income | 5.17B | 10.99 | 3.83 | 6.11 | ||
HS Portfolio Retail Accumulation | 5.17B | 11.45 | 3.56 | 5.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Corporate Bond ETF S2CHGBP | IE00BGWL6L53 | 9.83 | - | - | |
Fidelity Index Pacific ex Japan Fund P Accumulatio | GB00BHZK8G51 | 9.43 | 2.037 | -0.84% | |
Royal London Short Term Money Market Fund Y Acc | GB00B8XYYQ86 | 7.24 | 1.140 | 0% | |
Fidelity Index UK Fund P Accumulation | GB00BJS8SF95 | 6.96 | 1.79 | -0.66% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 5.14 | 151.947 | +0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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