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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1063 | 1175 | 1265 | 1504 | 2408 |
Fund Return | 3.9% | 6.33% | 17.49% | 8.15% | 8.5% | 9.19% |
Place in category | 303 | 139 | 52 | 31 | 27 | 8 |
% in Category | 25 | 13 | 6 | 3 | 5 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Portfolio Accumulation C | 3.14B | 3.92 | 8.43 | 9.45 | ||
Dynamic Portfolio Income C | 3.14B | 3.92 | 8.02 | 9.33 | ||
- Dynamic Portfolio C Accumulation | 2.29B | 4.13 | 8.28 | 8.61 | ||
- Dynamic Portfolio C Income | 2.29B | 4.13 | 7.88 | 8.47 | ||
Institutional Accumulation | 2.29B | 14.53 | 5.59 | 8.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.77B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.77B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Acc | 5.06B | 7.75 | -3.98 | 6.93 | ||
Baillie Gifford Managed A Inc | 5.06B | 7.80 | -3.99 | 6.92 | ||
Baillie Gifford Managed B Acc | 5.06B | 8.86 | -3.03 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC American Index Fund Institutional Accumulatio | GB0000473313 | 32.69 | 15.17 | +0.44% | |
HSBC S&P 500 UCITS | IE00B5KQNG97 | 13.53 | 4,913.5 | +0.43% | |
HSBC Global Government Bond ETF ZQHUSD | IE00BFYDNQ69 | 9.42 | - | - | |
HSBC MSCI Emerging Markets UCITS | IE00B5SSQT16 | 8.33 | 897.00 | 0.00% | |
HSBC European Index Institutional Acc | GB0000469303 | 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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