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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1019 | 1060 | 981 | 1116 | 1479 |
Fund Return | 2.12% | 1.92% | 5.98% | -0.64% | 2.23% | 3.99% |
Place in category | 1027 | 886 | 1253 | 1073 | 798 | 242 |
% in Category | 70 | 58 | 90 | 84 | 76 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.32B | 1.90 | -1.21 | 3.42 | ||
American Equity Fund A GBP Acc | 48.9M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.64M | 10.48 | 11.86 | 14.94 | ||
American Equity Fund R GBP Acc | 790.66M | 10.60 | 12.14 | 15.23 | ||
American Equity Fund U1 GBP Acc | 383.14M | 7.00 | 13.82 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.18B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.18B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 4.84B | 4.16 | 3.00 | 5.49 | ||
Balanced Portfolio Retail Income | 4.84B | 4.16 | 2.99 | 5.49 | ||
Balanced Portfolio C Accumulation | 4.84B | 3.58 | 3.24 | 6.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock ICS Sterling Liq Premier Acc | IE00B43FT809 | 6.63 | - | - | |
Wellington Oppc Fxd Inc GBP S AcH | IE00BKP4XS59 | 4.81 | - | - | |
Henderson Strategic Bond Fund I Acc | GB0007533820 | 4.78 | 3.27 | -0.18% | |
Allianz Strategic Bond I Acc | GB00BJ1DZT42 | 4.74 | - | - | |
Premier Miton Strat Mly Inc Bd C acc | GB00BMWVS110 | 4.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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