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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1038 | 1027 | 1027 | 1151 | 1458 |
Fund Return | 0.42% | 3.8% | 2.66% | 0.9% | 2.85% | 3.84% |
Place in category | 825 | 1035 | 1170 | 849 | 568 | 255 |
% in Category | 59 | 69 | 85 | 67 | 57 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Macdonald Cautious Growth B Acc | 78.98M | 2.00 | 0.22 | 3.96 |
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 | ||
Balanced Portfolio C Accumulation | 4.86B | 3.58 | 3.24 | 6.20 | ||
- Balanced Portfolio C Income | 4.86B | 3.59 | 3.24 | 6.19 | ||
HS Portfolio Retail Accumulation | 4.86B | 3.38 | 2.65 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vontobel TwentyFour Abs RetCrdt AQG GBP | LU1530788402 | 7.11 | - | - | |
L&G Short Dated £ Corporate Bd Idx C Inc | GB00BKGR3D82 | 6.97 | - | - | |
Royal London Short Duration Gilts Z Inc | GB00BD050D80 | 6.95 | - | - | |
Fortem Capital Absolute Return I GBP Inc | IE0002JFXGA3 | 5.09 | - | - | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 5.06 | 175.88 | -0.34% |
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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