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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1034 | 1158 | 1095 | 1297 | 1890 |
Fund Return | 11.23% | 3.38% | 15.78% | 3.06% | 5.33% | 6.57% |
Place in category | 100 | 191 | 86 | 255 | 99 | 18 |
% in Category | 9 | 14 | 8 | 22 | 10 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FTSE Dev World ex UK Equity Index A | 18.52B | 21.73 | 10.05 | 12.77 | ||
FTSE Dev World ex UK Equity Index I | 18.52B | 21.74 | 10.05 | 12.77 | ||
VG Plus GBP Accumulation | 18.52B | 21.79 | 10.12 | 12.83 | ||
VG Institutional Plus GBP Income | 18.52B | 21.82 | 10.12 | 12.83 | ||
Plus GBP Accumulation | 17.4B | 27.81 | 11.59 | 14.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.32B | 11.23 | 3.06 | 6.56 | ||
Balanced Portfolio Accumulation C | 5.45B | 10.82 | 3.08 | 7.17 | ||
Balanced Portfolio Income C | 5.45B | 9.44 | 2.65 | 7.03 | ||
Portfolio Retail X Accumulationx | 5.45B | 10.56 | 2.83 | 6.91 | ||
Port Institutional Accumulation | 5.35B | 12.49 | 4.61 | 6.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.36 | 738.82 | -0.49% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 19.33 | 151.630 | +0.05% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 16.27 | 1,089.15 | -0.76% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 14.73 | 287.21 | +0.35% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 6.65 | 130.357 | -0.08% |
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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