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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1043 | 1100 | 1094 | 1184 | 1661 |
Fund Return | 4.33% | 4.33% | 10.01% | 3.05% | 3.44% | 5.2% |
Place in category | 643 | 643 | 734 | 668 | 768 | 344 |
% in Category | 51 | 51 | 58 | 63 | 87 | 66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentinel Universal Portfolio B Accu | 88.56M | 4.52 | 3.84 | 5.71 | ||
Portfolio Retail Accumulation | 5M | 4.34 | 3.09 | 5.02 | ||
Sentinel Universal Portfolio Class | 1.43M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 77.03M | 7.81 | 3.52 | 9.60 | ||
Cautious Managed Fund R Acc | 46.28M | 2.80 | 0.03 | 3.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.65B | 3.60 | 4.19 | 6.19 | ||
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 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WS Lightman European I Acc | GB00BGPFJM62 | 7.35 | - | - | |
Goldman Sachs Japan Equity Partners Portfolio I Ac | LU1220104142 | 6.49 | 24.320 | +0.75% | |
First Trust Cloud Computing UCITS ETF Class A USD | IE00BFD2H405 | 6.26 | 38.53 | +1.02% | |
Artemis SmartGARP Glb EM Eq I Acc GBP | GB00BW9HL132 | 6.17 | - | - | |
BlackRock North American Equity Tracker Fund D Acc | GB00B7QK1Y37 | 6.09 | 7.31 | -0.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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