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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1049 | 1095 | 993 | 1201 | 1626 |
Fund Return | 4.94% | 4.94% | 9.54% | -0.24% | 3.73% | 4.98% |
Place in category | 433 | 433 | 801 | 1076 | 718 | 381 |
% in Category | 35 | 35 | 65 | 96 | 82 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fund GBP Retail Accumulation Class | 74.1M | 4.94 | -0.24 | 4.98 | ||
Host Capital Stirling House Defensi | 1.47M | -0.09 | -4.01 | 0.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.72B | 3.60 | 4.19 | 6.19 | ||
Growth Portfolio S-Class Income | 375.08M | 3.61 | 4.19 | 6.22 | ||
Allianz RiskMaster Moderate Multi c | 6.94M | 4.73 | 2.91 | 5.15 | ||
Allianz RiskMaster Moderate Multi A | 3.54M | 4.75 | 2.95 | 5.26 | ||
Multi Asset Fund IV R3 GBP Acc | 1.06B | 6.81 | 6.36 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sarasin Responsible Corporate Bond Z Inc | GB00BGHW6C45 | 18.83 | - | - | |
Amazon.com Inc | - | 3.19 | - | - | |
Microsoft Corp | - | 2.86 | - | - | |
Alphabet Inc Class A | - | 2.74 | - | - | |
ASML Holding | NL0010273215 | 2.27 | 853.00 | -0.71% |
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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