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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1031 | 1115 | 1096 | 1221 | 1723 |
Fund Return | 4.61% | 3.12% | 11.51% | 3.09% | 4.07% | 5.59% |
Place in category | 558 | 473 | 413 | 404 | 657 | 250 |
% in Category | 47 | 38 | 36 | 40 | 75 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 4.99M | 4.28 | 2.32 | 4.91 | ||
Universal Portfolio Retail Income | 2.21K | 4.26 | 2.29 | 5.09 | ||
Sentinel Universal Portfolio Class | 1.46M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 77.63M | 7.25 | 2.24 | 9.29 | ||
Cautious Managed Fund R Acc | 44.93M | 2.68 | -0.95 | 3.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.75B | 1.49 | 2.59 | 5.85 | ||
Growth Portfolio S-Class Income | 388.1M | 1.50 | 2.59 | 5.87 | ||
Allianz RiskMaster Moderate Multi c | 6.94M | 4.51 | 1.89 | 4.84 | ||
Allianz RiskMaster Moderate Multi A | 3.45M | 4.54 | 1.94 | 4.95 | ||
Multi Asset Fund IV R3 GBP Acc | 1.09B | 6.35 | 5.33 | 7.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WS Lightman European I Acc | GB00BGPFJM62 | 7.56 | - | - | |
TM Redwheel UK Eq Inc S Acc | GB00BG342B59 | 6.45 | - | - | |
Artemis SmartGARP Glb EM Eq I Acc GBP | GB00BW9HL132 | 6.44 | - | - | |
BlackRock North American Equity Tracker Fund D Acc | GB00B7QK1Y37 | 6.08 | 7.83 | +0.12% | |
Lyxor Core Morningstar UK NT (DR) UCITS | LU1781541096 | 5.99 | 11.59 | -0.17% |
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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