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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1072 | 1114 | 1209 | 1452 | 2228 |
Fund Return | 2.96% | 7.21% | 11.43% | 6.53% | 7.75% | 8.34% |
Place in category | 180 | 181 | 117 | 70 | 56 | 14 |
% in Category | 15 | 16 | 11 | 7 | 8 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 12.87B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 40 Equity Fund A Acc | 5.93B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 5.93B | 0.46 | 0.60 | 4.78 | ||
GB00BZ82ZZ20 | 996.92M | 0.27 | 7.06 | - | ||
Vanguard Target Ret 2045 Acc Shares | 329.99M | -0.00 | 5.44 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 12.87B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 4.96B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 4.96B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 4.96B | 1.01 | -3.98 | 7.58 | ||
Baillie Gifford Managed B Inc | 4.96B | 0.99 | -4.01 | 7.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Equity Index Acc | GB00B5B71Q71 | 19.65 | 1,035.70 | -0.68% | |
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.52 | 703.68 | -0.45% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 18.84 | 273.55 | -0.11% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 14.01 | 151.526 | +0.01% | |
Vanguard S&P 500 UCITS Acc | IE00BFMXXD54 | 6.41 | 88.41 | -1.05% |
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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