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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1055 | 1066 | 1094 | 1390 | 1858 |
Fund Return | 1.49% | 5.51% | 6.64% | 3.06% | 6.81% | 6.39% |
Place in category | 671 | 739 | 648 | 596 | 116 | 100 |
% in Category | 53 | 57 | 51 | 56 | 17 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Retail Platform | 1.12B | 1.87 | 0.06 | 2.99 | ||
MyFolio Managed II Inst Acc | 1.12B | 1.25 | -0.77 | 3.02 | ||
MyFolio Market II Retail Platform 1 | 1.06B | 2.22 | 1.30 | 4.05 | ||
MyFolio Market II Inst Acc | 1.05B | 1.62 | 0.51 | 4.03 | ||
MyFolio Market IV Retail Platform 1 | 1.01B | 4.38 | 4.93 | 6.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.57B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.57B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed B Acc | 5.7B | 1.01 | -3.98 | 7.58 | ||
Baillie Gifford Managed B Inc | 5.7B | 0.99 | -4.01 | 7.57 | ||
Baillie Gifford Managed A Acc | 5.7B | 0.81 | -4.98 | 6.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 4.17 | 32.69 | +0.25% | |
Microsoft | US5949181045 | 3.75 | 430.52 | +0.35% | |
Eli Lilly | US5324571083 | 3.70 | 802.91 | -0.03% | |
Aberdeen Liquidity Fund (Lux) Sterling Fund Z 1 | LU0643933160 | 3.30 | 1,000.000 | 0% | |
United Kingdom of Great Britain and Northern Ireland 0.625% | GB00BMGR2916 | 3.17 | - | - |
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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