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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 1046 | 1082 | 991 | 1156 | 1545 |
Fund Return | -0.06% | 4.59% | 8.2% | -0.3% | 2.95% | 4.45% |
Place in category | 285 | 28 | 27 | 378 | 67 | 21 |
% in Category | 45 | 5 | 6 | 59 | 12 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Inc | 3.17B | 6.73 | 7.21 | 11.75 | ||
World Trust Class C Acc | 3.17B | 6.72 | 7.21 | 11.75 | ||
World Trust Class A Inc | 3.17B | 5.40 | 4.49 | 10.88 | ||
World Trust Class D Acc | 3.17B | 3.15 | 6.30 | 11.24 | ||
Managed Growth Trust Class C Acc | 777.34M | 2.64 | 0.60 | 5.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 6.05B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 6.05B | 0.46 | 0.60 | 4.78 | ||
& General Multi-Index 4 Fund F Acc | 196.4K | 1.67 | 1.02 | 4.52 | ||
General Multi-Index 4 Fund F Dist | 1.26K | 1.70 | 1.13 | 4.73 | ||
& General Multi-Index 4 Fund I Acc | 964.54M | 1.72 | 1.17 | 4.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aviva PLC 6.875% | XS0364880186 | 1.67 | - | - | |
Legal & General Group PLC 5.5% | XS1079028566 | 1.44 | - | - | |
HSBC Holdings PLC 8.201% | XS2553549903 | 1.35 | - | - | |
M&G PLC 6.34% | XS1003373047 | 1.11 | - | - | |
Lloyds Bank plc 7.625% | XS0503834821 | 0.96 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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