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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 1023 | 1114 | 1056 | 1182 | 1650 |
Fund Return | 7.57% | 2.28% | 11.39% | 1.83% | 3.4% | 5.14% |
Place in category | 701 | 501 | 786 | 599 | 472 | 94 |
% in Category | 56 | 39 | 62 | 51 | 46 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund A GBP Acc | 48.13M | 25.72 | 10.96 | 13.89 | ||
American Equity Fund P GBP Acc | 7.59M | 26.36 | 11.52 | 14.47 | ||
American Equity Fund R GBP Acc | 805.41M | 26.68 | 11.80 | 14.76 | ||
American Equity Fund U1 GBP Acc | 404.23M | 26.77 | 11.88 | 14.84 | ||
American Equity Fund U2 GBP Acc | 960.72M | 26.87 | 11.97 | 14.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.31B | 11.23 | 3.06 | 6.56 | ||
LifeStrategy 60 Equity Fund A Inc | 16.31B | 11.23 | 3.06 | 6.57 | ||
Balanced Portfolio Accumulation C | 5.46B | 10.82 | 3.08 | 7.17 | ||
Balanced Portfolio Income C | 5.46B | 9.44 | 2.65 | 7.03 | ||
Portfolio Retail X Accumulationx | 5.46B | 10.56 | 2.83 | 6.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 17.11 | - | - | |
Amundi IS JP Morgan GBI Glbl Gvs ETFDR£H | LU2355200796 | 11.28 | - | - | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 11.18 | 3.28 | +1.59% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc | IE00BPT2BV95 | 10.75 | - | - | |
BlackRock ICS Sterling Liq Premier Acc | IE00B43FT809 | 9.62 | - | - |
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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