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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1070 | 1066 | 1168 | 1234 | 1540 |
Fund Return | 6.76% | 6.95% | 6.61% | 5.33% | 4.29% | 4.41% |
Place in category | 356 | 987 | 872 | 855 | 843 | 500 |
% in Category | 26 | 79 | 73 | 80 | 92 | 88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Multi Asset Income Fund Aa | 493.76M | 4.45 | 2.04 | 2.08 | ||
Fidelity Multi Asset Open Defensive | 82.06M | 6.18 | 4.24 | 3.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 14.92B | 2.88 | 7.73 | 8.31 | ||
LifeStrategy 80 Equity Fund A Inc | 14.92B | 2.88 | 7.73 | 8.30 | ||
Baillie Gifford Managed B Acc | 4.62B | 3.77 | 9.02 | 8.00 | ||
Baillie Gifford Managed B Inc | 4.62B | 3.75 | 9.02 | 7.99 | ||
Baillie Gifford Managed A Acc | 4.62B | 3.26 | 7.96 | 6.86 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Global Quality Income Inc | IE00BYXVGZ48 | 15.78 | 9.88 | +0.30% | |
Fidelity US Quality Income Inc | IE00BYXVGX24 | 9.93 | 11.72 | +0.51% | |
5 Year Treasury Note Future Sept 25 | - | 9.39 | - | - | |
iShares Physical Gold | IE00B4ND3602 | 7.70 | 65.81 | +0.14% | |
10 Year Australian Treasury Bond Future June 25 | - | 6.15 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Buy | Buy |
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