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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 997 | 1133 | 1074 | 1277 | 1691 |
Fund Return | 4.8% | -0.3% | 13.34% | 2.42% | 5.02% | 5.4% |
Place in category | 245 | 662 | 116 | 47 | 10 | 3 |
% in Category | 41 | 92 | 21 | 7 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B8GG4B61 | 294M | 6.12 | 1.37 | 3.44 | ||
Fund Institutional W Accumulatiow | 259.6M | 6.12 | 3.40 | 5.56 | ||
Return Fund Institutional W Income | 22.02M | 6.12 | 3.40 | 5.56 | ||
Charities Sterling Accumulation | 107.67M | 8.31 | 3.67 | 7.46 | ||
Fund for Charities Sterling Income | 107.67M | 8.31 | 3.67 | 7.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 5.96B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 5.96B | 0.46 | 0.60 | 4.78 | ||
& General Multi-Index 4 Fund C Acc | 250.67M | 5.35 | 0.95 | 4.65 | ||
General Multi-Index 4 Fund C Dist | 6.66M | 5.35 | 0.94 | 4.65 | ||
& General Multi-Index 4 Fund F Acc | 204.04K | 5.18 | 0.73 | 4.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pershing Square | GG00BPFJTF46 | 3.75 | 45.65 | +0.44% | |
Greencoat | GB00B8SC6K54 | 3.22 | 126.20 | +0.08% | |
ILF GBP Liquidity 5 | IE00B182N611 | 2.78 | - | - | |
United States Treasury Notes 1.125% | - | 2.44 | - | - | |
United States Treasury Bonds 2.875% | - | 2.30 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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