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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1026 | 1028 | 1035 | 1266 | 1668 |
Fund Return | 1.73% | 2.59% | 2.77% | 1.14% | 4.83% | 5.25% |
Place in category | 836 | 447 | 1338 | 529 | 91 | 66 |
% in Category | 58 | 31 | 95 | 44 | 9 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis The TM Lancewood Inc | 183.61M | 6.04 | 1.91 | 9.61 | ||
Thesis KES Diversified Inc | 109.95M | 5.41 | 11.25 | 9.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.22B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.22B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.87B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.87B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.87B | 3.38 | 2.65 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Troy Trojan O Inc | GB0034243732 | 23.80 | 3.25 | -0.15% | |
Ruffer Fixed Income Z GBP Dis | LU0954199252 | 17.79 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0.25% | GB00BLPK7110 | 5.13 | - | - | |
Ruffer Protection Strategies-Ruffer Protection Str | LU0830940101 | 3.58 | 6.750 | -0.28% | |
Ruffer Illiquid Multi Strategies 2015 | GG00BSPCBR02 | 3.53 | - | - |
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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