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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1032 | 1148 | 1078 | 1261 | 1539 |
Fund Return | 5.89% | 3.21% | 14.75% | 2.55% | 4.74% | 4.4% |
Place in category | 924 | 380 | 256 | 329 | 146 | 232 |
% in Category | 67 | 28 | 22 | 26 | 14 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Acc | 2.41B | 9.62 | 6.86 | 2.08 | ||
Perpetual High Income No Trail Inc | 2.41B | 8.88 | 6.62 | 2.02 | ||
Invesco Perpetual High Income Z Acc | 2.41B | 9.83 | 7.12 | 2.33 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 9.08 | 6.88 | 2.28 | ||
Invesco Perpetual Asian Acc | 2.22B | 14.68 | 6.17 | 9.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.67B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.67B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 5.14B | 8.51 | 3.67 | 6.30 | ||
- Balanced Portfolio C Income | 5.14B | 8.51 | 3.67 | 6.29 | ||
Port Institutional Accumulation | 5.14B | 8.84 | 4.11 | 6.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Long Gilt Future Sep 26 24 | GB00KNPWRM38 | 10.99 | - | - | |
Invesco Sterling Liqdty Port Agcy | IE00BYX96M50 | 4.21 | - | - | |
Us Long Bond (Cbt) Future Sep 19 24 | - | 2.30 | - | - | |
Lloyds Banking Group PLC 2.707% | XS2265524640 | 2.29 | - | - | |
Co-Operative Bk Hl | GB00BF0FCS13 | 1.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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