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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1017 | 1129 | 989 | 1127 | 1611 |
Fund Return | 4.8% | 1.71% | 12.87% | -0.37% | 2.41% | 4.89% |
Place in category | 406 | 588 | 89 | 465 | 146 | 10 |
% in Category | 60 | 81 | 16 | 75 | 23 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class A Inc | 3.33B | 8.19 | 1.80 | 10.40 | ||
World Trust Class C Acc | 3.33B | 7.99 | 2.94 | 11.23 | ||
World Trust Class C Inc | 3.33B | 8.00 | 2.96 | 11.22 | ||
World Trust Class D Acc | 3.33B | 3.15 | 6.30 | 11.24 | ||
Managed Growth Trust B Acc | 746.86M | -0.06 | -0.30 | 4.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
& General Multi-Index 4 Fund C Acc | 250.67M | 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 | 204.04K | 5.18 | 0.73 | 4.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General Group PLC 5.5% | XS1079028566 | 1.53 | - | - | |
HSBC Holdings PLC 8.201% | XS2553549903 | 1.44 | - | - | |
Aviva PLC 6.875% | XS0364880186 | 1.38 | - | - | |
M&G PLC 5.7% | XS1003373047 | 1.20 | - | - | |
HSBC Capital Funding (Sterling 1) L.P. 5.844% | XS0179407910 | 0.98 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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