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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1159 | 1051 | 1208 | 1197 | 1419 | 1997 |
Fund Return | 15.93% | 5.14% | 20.78% | 6.18% | 7.25% | 7.16% |
Place in category | 29 | 119 | 27 | 41 | 74 | 72 |
% in Category | 3 | 10 | 3 | 5 | 11 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
International Index Tracking Fund 1 | 950.29M | 20.37 | 9.50 | 11.83 | ||
International Index Tracking Fund 2 | 950.29M | 20.57 | 9.71 | 12.18 | ||
UK Equity Income Fund 1 GBP Inc | 729.28M | 8.37 | 5.21 | 5.58 | ||
UK Equity Income Fund 2 GBP Acc | 729.28M | 8.55 | 5.41 | 5.78 | ||
UK Equity Income Fund 2 GBP Inc | 729.28M | 8.55 | 5.41 | 5.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.87B | 7.39 | 2.48 | 6.04 | ||
Growth Portfolio S-Class Income | 424.67M | 7.40 | 2.48 | 6.06 | ||
Allianz RiskMaster Moderate Multi c | 7.04M | 9.23 | 2.62 | 4.71 | ||
Allianz RiskMaster Moderate Multi A | 3.39M | 9.31 | 2.66 | 4.79 | ||
GB00BYW8RX12 | 1.24B | 5.96 | 4.39 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AI North Amer Eq Core FoF Acc | GB00BMTWF384 | 30.36 | - | - | |
Aviva Investors Multi-asset Core IV D | GB00BMGWH809 | 9.67 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 8.85 | 1,195.56 | +0.17% | |
AI Europe Eq Ex UK Core FoF Acc | GB00BMTWF053 | 8.55 | - | - | |
10 Year Treasury Note Future Dec 24 | - | 7.86 | - | - |
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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