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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1016 | 1110 | 1105 | 1293 | 1718 |
Fund Return | 6.12% | 1.59% | 11.02% | 3.4% | 5.27% | 5.56% |
Place in category | 131 | 634 | 322 | 26 | 11 | 1 |
% in Category | 23 | 86 | 50 | 4 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B8GG4B61 | 295.54M | 6.12 | 1.37 | 3.44 | ||
Return Fund Institutional W Income | 21.94M | 6.12 | 3.40 | 5.56 | ||
Fund Exempt 2 Accumulation | 2.26M | 4.80 | 2.42 | 5.40 | ||
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 | 5.98B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 5.98B | 0.46 | 0.60 | 4.78 | ||
& General Multi-Index 4 Fund C Acc | 252.35M | 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 | 204.6K | 5.18 | 0.73 | 4.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pershing Square | GG00BPFJTF46 | 3.97 | 46.65 | +1.41% | |
Greencoat | GB00B8SC6K54 | 3.23 | 126.50 | -0.24% | |
ILF GBP Liquidity 5 | IE00B182N611 | 2.50 | - | - | |
United States Treasury Notes 1.125% | - | 2.46 | - | - | |
United States Treasury Bonds 2.875% | - | 2.27 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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