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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1021 | 1115 | 1050 | 1176 | 1533 |
Fund Return | 6.29% | 2.11% | 11.48% | 1.65% | 3.3% | 4.36% |
Place in category | 772 | 858 | 967 | 629 | 471 | 240 |
% in Category | 58 | 59 | 72 | 51 | 45 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Retail Platform | 2.25B | 8.02 | 3.01 | 5.49 | ||
MyFolio Market III Inst Acc | 2.28B | 7.99 | 3.02 | 5.57 | ||
MyFolio Market III Retail Acc | 2.28B | 7.72 | 2.67 | 5.10 | ||
International Trust | 1.71B | 6.27 | 12.61 | 12.60 | ||
Standard Life Small Inst S Acc | 951.83M | 7.16 | -6.43 | 10.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.16B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 16.16B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 5.26B | 8.40 | 2.95 | 5.59 | ||
Balanced Portfolio Retail Income | 5.26B | 8.37 | 2.95 | 5.59 | ||
Balanced Portfolio C Accumulation | 5.26B | 8.51 | 3.67 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 6.45 | - | - | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 6.19 | 4.28 | -0.09% | |
Findlay Park American GBP Unhedged | IE00BWY58M24 | 5.66 | 187.880 | -0.23% | |
CF Lindsell Train UK Equity Acc | GB00B18B9X76 | 5.18 | 5.33 | -0.46% | |
Invesco Emer Mkt Lcl Dbt S GBP Acc | LU2014295013 | 3.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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