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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1014 | 1075 | 1143 | 1353 | - |
Fund Return | 7.53% | 1.37% | 7.53% | 4.56% | 6.24% | - |
Place in category | 862 | 531 | 862 | 96 | 114 | - |
% in Category | 72 | 43 | 72 | 10 | 15 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.62B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.62B | 14.64 | 5.85 | 8.50 | ||
LifeStrategy 40 Equity Fund A Acc | 5.84B | 7.82 | 0.31 | 4.65 | ||
LifeStrategy 40 Equity Fund A Inc | 5.84B | 7.82 | 0.31 | 4.65 | ||
Vanguard Target Ret 2045 Acc Shares | 360.98M | 12.66 | 4.77 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.62B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.62B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Acc | 5.01B | 7.75 | -3.98 | 6.93 | ||
Baillie Gifford Managed A Inc | 5.01B | 7.80 | -3.99 | 6.92 | ||
Baillie Gifford Managed B Acc | 5.01B | 8.86 | -3.03 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 1.64 | 63.98 | -1.07% | |
Accenture | IE00B4BNMY34 | 1.54 | 364.26 | -5.35% | |
J&J | US4781601046 | 1.52 | 162.30 | +1.64% | |
Alphabet A | US02079K3059 | 1.50 | 179.66 | -2.65% | |
Diageo | GB0002374006 | 1.39 | 2,190.0 | +3.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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