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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1004 | 756 | 1016 | 725 | 1491 |
Fund Return | 0.4% | 0.4% | -24.42% | 0.53% | -6.22% | 4.07% |
Place in category | 69 | 69 | 93 | 88 | 81 | 55 |
% in Category | 72 | 72 | 100 | 100 | 100 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.47B | 0.11 | -1.32 | 3.40 | ||
Balanced Portfolio R GBP Acc | 1.47B | 0.20 | -0.75 | 3.98 | ||
American Equity Fund U2 GBP Acc | 713.69M | 2.79 | 18.35 | - | ||
American Equity Fund A GBP Acc | 59.28M | 2.56 | 17.28 | 13.67 | ||
American Equity Fund P GBP Acc | 9.02M | 6.94 | 13.46 | 14.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Castlefield CFP SDL UK Buffettology | 223.4M | -2.51 | 4.49 | 9.11 | ||
Castlefield CFP SDL UK Buff Ins Acc | 292.99M | -19.64 | -0.70 | - | ||
HSBC FTSE 250 Index Accumulation C | 1.27B | -2.72 | -0.39 | 3.96 | ||
Old Mutual UK Mid Cap Fund A GBP In | 6.57M | 0.40 | 0.53 | 4.08 | ||
Old Mutual UK Mid Cap Fund P GBP Ac | 3.71M | -0.15 | -13.71 | 2.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ascential | GB00BYM8GJ06 | 6.31 | 303.80 | -0.07% | |
Starling Bank C Sh | - | 5.80 | - | - | |
Chrysalis Investments | GG00BGJYPP46 | 5.72 | 83.00 | +0.97% | |
Future | GB00BYZN9041 | 5.21 | 613.00 | -1.61% | |
OSB Group | GB00BLDRH360 | 5.05 | 377.40 | +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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