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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1006 | 1003 | 1095 | 1058 | 1229 | 1496 |
Fund Return | 0.61% | 0.35% | 9.49% | 1.91% | 4.21% | 4.11% |
Place in category | 1232 | 1398 | 195 | 314 | 165 | 238 |
% in Category | 83 | 94 | 15 | 24 | 16 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Acc | 2.41B | 10.59 | 7.37 | 2.14 | ||
Perpetual High Income No Trail Inc | 2.41B | 9.84 | 7.13 | 2.08 | ||
Invesco Perpetual High Income Z Acc | 2.41B | 10.78 | 7.64 | 2.39 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 10.02 | 7.39 | 2.33 | ||
Invesco Perpetual Asian Acc | 2.22B | 7.04 | 3.47 | 8.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.59B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.59B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 5.04B | 7.55 | 3.03 | 6.14 | ||
- Balanced Portfolio C Income | 5.04B | 7.55 | 3.03 | 6.12 | ||
HS Portfolio Retail Accumulation | 5.04B | 7.11 | 2.43 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Long Gilt Future Mar 24 | GB00C02DHY82 | 4.88 | - | - | |
US Treasury Bond Future Mar 24 | - | 2.36 | - | - | |
Lloyds Banking Group PLC 2.707% | XS2265524640 | 2.27 | - | - | |
Co-Operative Bk Hl | GB00BF0FCS13 | 1.79 | - | - | |
Nationwide Building Society | GB00BBQ33664 | 1.66 | 132.00 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Sell | Strong Sell | BUY |
Summary | Neutral | Neutral | Strong Buy |
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