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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1031 | 1126 | 1069 | 1195 | 1519 |
Fund Return | 8.4% | 3.09% | 12.64% | 2.24% | 3.63% | 4.27% |
Place in category | 500 | 245 | 482 | 474 | 399 | 230 |
% in Category | 41 | 19 | 39 | 41 | 39 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Retail Acc | 2.26B | 9.53 | 2.91 | 4.95 | ||
MyFolio Market III Inst Acc | 2.26B | 9.87 | 3.25 | 5.41 | ||
International Trust | 1.64B | 21.86 | 9.23 | 12.45 | ||
Standard Life Small Inst S Acc | 932.98M | 13.46 | -6.28 | 10.51 | ||
MyFolio Market V Inst Acc | 679.86M | 14.06 | 6.55 | 8.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.26B | 11.23 | 3.06 | 6.56 | ||
LifeStrategy 60 Equity Fund A Inc | 16.26B | 11.23 | 3.06 | 6.57 | ||
Balanced Portfolio Accumulation C | 5.45B | 10.82 | 3.08 | 7.17 | ||
Balanced Portfolio Income C | 5.45B | 9.44 | 2.65 | 7.03 | ||
Portfolio Retail X Accumulationx | 5.45B | 10.56 | 2.83 | 6.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 6.28 | 4.44 | +0.38% | |
Findlay Park American GBP Unhedged | IE00BWY58M24 | 5.72 | 186.710 | -0.75% | |
CF Lindsell Train UK Equity Acc | GB00B18B9X76 | 5.37 | 5.57 | +0.59% | |
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 5.00 | - | - | |
Nomura Fds US High Yield Bond I GBP H | IE00B8H9H370 | 4.46 | - | - |
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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