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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 998 | 1047 | 1025 | 996 | 1163 | 1525 |
Fund Return | -0.17% | 4.74% | 2.53% | -0.14% | 3.07% | 4.31% |
Place in category | 1101 | 544 | 1183 | 1092 | 497 | 150 |
% in Category | 75 | 39 | 85 | 84 | 51 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
7IM Sustainable Balance S GBP Acc | 22.25M | -0.17 | -0.14 | 4.31 | ||
7IM Sustainable Balance C Acc | 87.91M | 1.28 | -0.89 | 4.09 | ||
7IM Sustainable Balance C Inc | 26.52M | 1.29 | -0.89 | 4.09 | ||
7IM Unconstrained D Acc | 148.15K | 1.68 | 0.77 | 3.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.31B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.31B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.87B | 4.42 | 3.59 | 6.07 | ||
- Balanced Portfolio C Income | 4.87B | 4.43 | 3.59 | 6.06 | ||
HS Portfolio Retail Accumulation | 4.87B | 4.16 | 3.00 | 5.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RobecoSAM Global SDG Credits IH GBP | LU1945299961 | 8.44 | - | - | |
Royal London Sustainable Leaders D Acc | GB00B7SGTR82 | 4.53 | - | - | |
Janus Henderson UK Responsible Inc G Acc | GB00BMX58Y51 | 4.53 | - | - | |
BlueBay Financial Cptl Bd K GBP (AIDiv) | LU1573129951 | 4.49 | - | - | |
Lyxor UCITS Iboxx GBP Gilts | LU1407892592 | 4.40 | 122.52 | -0.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | BUY |
Summary | Buy | Buy | Buy |
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