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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1158 | 1030 | 1158 | 1061 | 1296 | 2046 |
Fund Return | 15.84% | 3.03% | 15.84% | 2% | 5.33% | 7.42% |
Place in category | 3072 | 4795 | 3072 | 4372 | 3432 | 1691 |
% in Category | 45 | 66 | 45 | 86 | 91 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 4.74M | 9.25 | 1.89 | 5.02 | ||
Universal Portfolio Retail Income | 21.04K | 9.23 | 1.86 | 5.22 | ||
Sentinel Universal Portfolio B Accu | 100.05M | 11.99 | 3.59 | 5.89 | ||
Sentinel Universal Portfolio Class | 1.33M | 10.07 | 2.66 | 5.71 | ||
MGTS Greystone Global Growth Fund R | 77.3M | 14.06 | 1.65 | 9.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.87B | 9.13 | 1.69 | 9.93 | ||
MS Global Brands Fund AXg | 20.87B | 8.05 | 0.71 | 9.04 | ||
MS Global Brands Fund Zg | 20.87B | 9.12 | 1.69 | 9.93 | ||
Developed World Index Sub Fund FleA | 24.27B | 21.24 | 9.23 | 12.47 | ||
Developed World Index Sub Fund Flex | 24.27B | 21.24 | 8.99 | 12.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock European Dynamic FX Acc | GB00BW9Z0V08 | 7.40 | - | - | |
Fidelity Index US Fund P Accumulation | GB00BJS8SH10 | 7.15 | 5.21 | +0.71% | |
Polar Capital Global Insurance Fund I Acc | IE00B5339C57 | 6.17 | 13.345 | -1.04% | |
JPM US Select Fund C - Net Accumulation | GB00B2Q5DR06 | 6.14 | 11.610 | +1.04% | |
Baillie Gifford Pacific B Acc | GB0006063233 | 5.03 | 12.560 | -0.55% |
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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