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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 1012 | 1108 | 973 | 1133 | 1570 |
Fund Return | 5.92% | 1.18% | 10.78% | -0.92% | 2.53% | 4.62% |
Place in category | 302 | 422 | 139 | 513 | 140 | 14 |
% in Category | 49 | 64 | 25 | 85 | 24 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class A Inc | 3.5B | 11.03 | 1.70 | 10.36 | ||
World Trust Class D Acc | 3.5B | 11.55 | 2.27 | 11.22 | ||
World Trust Class C Acc | 3.5B | 10.93 | 2.27 | 10.90 | ||
World Trust Class C Inc | 3.5B | 10.93 | 2.27 | 10.90 | ||
Managed Growth Trust Class C Inc | 745.02M | 5.86 | -0.94 | 4.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 5.89B | 7.82 | 0.31 | 4.65 | ||
LifeStrategy 40 Equity Fund A Inc | 5.89B | 7.82 | 0.31 | 4.65 | ||
& General Multi-Index 4 Fund F Acc | 206.63K | 6.37 | 0.90 | 4.18 | ||
General Multi-Index 4 Fund F Dist | 1.31K | 6.38 | 0.99 | 4.22 | ||
& General Multi-Index 4 Fund I Acc | 944.1M | 6.53 | 1.05 | 4.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General Group PLC 5.5% | XS1079028566 | 1.54 | - | - | |
Aviva PLC 6.875% | XS0364880186 | 1.41 | - | - | |
M&G PLC 6.34% | XS1003373047 | 1.22 | - | - | |
HSBC Holdings PLC 8.201% | XS2553549903 | 1.07 | - | - | |
HSBC Capital Funding (Sterling 1) L.P. 5.844% | XS0179407910 | 1.03 | - | - |
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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