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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1034 | 1106 | 1119 | 1215 | 1608 |
Fund Return | 2.48% | 3.42% | 10.64% | 3.82% | 3.96% | 4.86% |
Place in category | 721 | 569 | 393 | 322 | 337 | 127 |
% in Category | 51 | 44 | 32 | 29 | 33 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FP WHEB Sustainability Fund A Acc | 3.96M | -3.25 | -6.36 | 6.25 | ||
FP WHEB Sustainability Fund C Acc | 132.71M | 5.28 | 0.94 | 7.42 | ||
FP WHEB Sustainability Fund C GBP I | 258.03M | 5.28 | 0.94 | 7.42 | ||
Assets Fund Class C Accumulation | 141.92M | 3.87 | 9.07 | 10.46 | ||
Assets Fund Class C Income | 141.92M | 3.87 | 9.06 | 10.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.34B | 11.23 | 3.06 | 6.56 | ||
LifeStrategy 60 Equity Fund A Inc | 16.34B | 11.23 | 3.06 | 6.57 | ||
Portfolio Retail X Accumulationx | 5.56B | 3.03 | 5.44 | 6.93 | ||
Balanced Portfolio Accumulation C | 5.56B | 3.05 | 5.69 | 7.19 | ||
Balanced Portfolio Income C | 5.56B | 3.05 | 5.26 | 7.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Corporate Bond ETF S2CHGBP | IE00BGWL6L53 | 9.93 | - | - | |
Fidelity Index Pacific ex Japan Fund P Accumulatio | GB00BHZK8G51 | 8.66 | 2.141 | -0.40% | |
Royal London Short Term Money Market Fund Y Acc | GB00B8XYYQ86 | 7.39 | 1.150 | 0% | |
Fidelity Index UK Fund P Accumulation | GB00BJS8SF95 | 7.29 | 1.93 | -0.02% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 5.18 | 153.298 | +0.35% |
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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