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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1049 | 1135 | 1156 | 1197 | 1692 |
Fund Return | 3.63% | 4.9% | 13.49% | 4.95% | 3.66% | 5.4% |
Place in category | 405 | 545 | 451 | 492 | 779 | 333 |
% in Category | 33 | 44 | 39 | 49 | 85 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 4.67M | 3.63 | 4.99 | 5.20 | ||
Sentinel Universal Portfolio B Accu | 100.82M | 10.07 | 2.66 | 5.72 | ||
Sentinel Universal Portfolio Class | 1.32M | 10.07 | 2.66 | 5.71 | ||
MGTS Greystone Global Growth Fund R | 77.81M | 3.86 | 7.50 | 9.07 | ||
Cautious Managed Fund R Acc | 42.17M | 2.54 | 2.37 | 3.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.94B | 3.89 | 4.33 | 6.08 | ||
Growth Portfolio S-Class Income | 439.33M | 3.89 | 4.33 | 6.10 | ||
Allianz RiskMaster Moderate Multi c | 7.18M | 3.15 | 4.21 | 4.70 | ||
Allianz RiskMaster Moderate Multi A | 3.36M | 3.15 | 4.25 | 4.77 | ||
Multi Asset Fund IV R3 GBP Acc | 1.27B | 3.93 | 8.35 | 7.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TM Redwheel UK Eq Inc S Acc | GB00BG342B59 | 9.30 | - | - | |
WS Lightman European I Acc | GB00BGPFJM62 | 6.98 | - | - | |
BlackRock North American Equity Tracker Fund D Acc | GB00B7QK1Y37 | 6.49 | 8.92 | +0.19% | |
Artemis SmartGARP Glb EM Eq I Acc GBP | GB00BW9HL132 | 6.12 | - | - | |
Polar Capital Healthcare Opportunities Fund I Inc | IE00B3NLDF60 | 6.06 | 61.840 | +0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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