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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1011 | 1022 | 1049 | 1024 | 1111 | 1511 |
Fund Return | 1.1% | 2.24% | 4.93% | 0.8% | 2.12% | 4.21% |
Place in category | 1077 | 707 | 1052 | 647 | 714 | 207 |
% in Category | 74 | 47 | 78 | 53 | 69 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PM Fund Class A Accumulation Shares | 576.18M | -1.44 | 0.67 | 3.61 | ||
Fund Class A Income Shares | 576.18M | -1.44 | 0.69 | 3.61 | ||
Distribution Fund Class C Acc | 576.18M | -1.35 | 1.28 | 4.14 | ||
Fund Class C Income Shares | 576.18M | 1.17 | 0.99 | 4.43 | ||
Premier Monthly Income C Acc | 444.84M | -0.45 | 9.11 | 3.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.02B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.02B | 1.72 | 3.51 | 6.54 | ||
- Balanced Portfolio C Income | 4.8B | 3.59 | 3.24 | 6.19 | ||
HS Portfolio Retail Accumulation | 4.8B | 3.38 | 2.65 | 5.61 | ||
Balanced Portfolio Retail Income | 4.8B | 3.38 | 2.64 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GAM UK EQUITY INCOME INC | - | 5.00 | - | - | |
Allianz Uk Eqty I Inc | - | 4.64 | - | - | |
Franklin UK Equity Income Fund W inc | GB00B7MKLS14 | 4.35 | 1.67 | +0.72% | |
Premier Miton Strat Mly Inc Bd C Inc | GB00BMWVS003 | 4.23 | - | - | |
Premier Miton Financials Cptl Sec C Inc | GB00BMWVS664 | 3.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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