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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1036 | 1109 | 1131 | 1310 | 1824 |
Fund Return | 3.6% | 3.6% | 10.87% | 4.19% | 5.54% | 6.19% |
Place in category | 909 | 909 | 532 | 387 | 317 | 152 |
% in Category | 72 | 72 | 45 | 37 | 40 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rathbone Global Opportunities Fund | 2B | 10.87 | 8.14 | 13.90 | ||
GB00BH0P2M97 | 1.83B | -22.75 | 7.86 | 13.54 | ||
Growth Portfolio S-Class Income | 363.36M | 3.61 | 4.19 | 6.22 | ||
Income Fund Institutional Acc | 283.03M | 0.43 | 6.67 | 5.57 | ||
Income Fund Institutional Inc | 214.67M | 0.43 | 6.68 | 5.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Growth Portfolio S-Class Income | 363.36M | 3.61 | 4.19 | 6.22 | ||
Allianz RiskMaster Moderate Multi c | 6.79M | 4.73 | 2.91 | 5.15 | ||
Allianz RiskMaster Moderate Multi A | 3.5M | 4.75 | 2.95 | 5.26 | ||
Multi Asset Fund IV R3 GBP Acc | 1.03B | 6.81 | 6.36 | 7.41 | ||
Volatility Strategy Fund II Class C | 402.73M | 5.07 | 4.28 | 6.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 1.875% | - | 4.36 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0.875% | GB00BM8Z2S21 | 2.37 | - | - | |
U.K. 40Y | GB00B6RNH572 | 2.28 | 4.676 | +0.95% | |
United States Treasury Notes 3.5% | - | 2.25 | - | - | |
United Kingdom of Great Britain and Northern Ireland 1.125% | GB00BLPK7334 | 1.99 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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