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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1027 | 1099 | 1082 | 1279 | 1693 |
Fund Return | 2.26% | 2.74% | 9.94% | 2.67% | 5.04% | 5.41% |
Place in category | 506 | 349 | 142 | 152 | 80 | 55 |
% in Category | 37 | 25 | 12 | 12 | 8 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B6TRT400 | 735.76M | 5.35 | 5.54 | 4.71 | ||
GB00B4YPY060 | 102.12M | 5.08 | 5.67 | 7.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.22B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.22B | 1.72 | 3.51 | 6.54 | ||
- Balanced Portfolio C Income | 4.87B | 4.86 | 4.59 | 6.35 | ||
Balanced Portfolio C Accumulation | 4.87B | 4.86 | 4.59 | 6.36 | ||
HS Portfolio Retail Accumulation | 4.87B | 3.38 | 2.65 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Index Selection Fund North America Index | IE00B040CX25 | 19.10 | 43.867 | +0.16% | |
iShares US Corp Bd Idx (IE) Flex Dis USD | IE00BYQQ0Z40 | 13.28 | - | - | |
iShares EmergMkts Idx (IE) Flex Dis GBP | IE00B3D07S45 | 10.54 | - | - | |
iShares Euro InvGrdCorpBdIdx(IE)InstDis€ | IE00B3XPCW80 | 8.81 | - | - | |
iShares S&P 500 Swap UCITS USD (Acc) | IE00BMTX1Y45 | 8.44 | 8.67 | -0.16% |
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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