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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1036 | 1083 | 1043 | 1127 | 1529 |
Fund Return | 2.51% | 3.6% | 8.3% | 1.42% | 2.42% | 4.34% |
Place in category | 90 | 39 | 161 | 340 | 156 | 18 |
% in Category | 12 | 7 | 24 | 54 | 26 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class A Inc | 3.22B | 1.36 | 6.78 | 9.82 | ||
World Trust Class C Acc | 3.22B | 5.52 | 7.77 | 11.15 | ||
World Trust Class C Inc | 3.22B | 5.52 | 7.77 | 11.15 | ||
World Trust Class D Acc | 3.22B | 11.55 | 2.27 | 11.22 | ||
Managed Growth Trust Class C Inc | 721.08M | 2.51 | 1.42 | 4.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 5.65B | 7.82 | 0.31 | 4.65 | ||
LifeStrategy 40 Equity Fund A Inc | 5.65B | 7.82 | 0.31 | 4.65 | ||
& General Multi-Index 4 Fund C Acc | 246.21M | 2.35 | 2.20 | 4.33 | ||
General Multi-Index 4 Fund C Dist | 6.26M | 2.35 | 2.20 | 4.33 | ||
& General Multi-Index 4 Fund F Acc | 202.87K | 2.33 | 1.99 | 4.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General Group PLC 5.5% | XS1079028566 | 1.56 | - | - | |
Aviva PLC 6.875% | XS0364880186 | 1.39 | - | - | |
M&G PLC 6.34% | XS1003373047 | 1.20 | - | - | |
United Kingdom of Great Britain and Northern Ireland 4% | GB00BMF9LF76 | 1.11 | - | - | |
HSBC Capital Funding (Sterling 1) L.P. 5.844% | XS0179407910 | 0.98 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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