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Personal Portfolio Adventurous Fund 3 Acc Gbp (0P0001PQ18)

London

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1.345 +0.009 +0.64%

24/07 - Closed. Currency in GBP

Type: Fund

Market: United Kingdom

ISIN: GB00BQ5HYW78

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.25B

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0P0001PQ18 Overview

Find basic information about the Personal Portfolio Adventurous Fund 3 Acc Gbp mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001PQ18 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change10.88%

Prev. Close1.337

Risk Rating

TTM Yield1.55%

ROE29.23%

IssuerN/A

TurnoverN/A

ROA13.23%

Inception DateSep 07, 2022

Total Assets1.25B

ExpensesN/A

Min. Investment250,000

Market Cap140.12B

CategoryGBP Aggressive Allocation

What is your sentiment on Personal Portfolio Adventurous Fund 3 Acc GBP?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	991	1048	1051	-	-	-
Fund Return	-0.95%	4.84%	5.11%	-	-	-
Place in category	576	204	341	-	-	-
% in Category	90	29	55	-	-	-

Top Funds for GBP Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
CCLA COIF Charities Investment Acc	3.77B	-2.95	5.11	7.98
CCLA COIF Charities Investment Inc	3.77B	-2.94	5.11	7.90
CCLA COIF Charities Ethical Investa	2.29B	-2.64	5.50	7.96
CCLA COIF Charities Ethical Investm	2.29B	-2.63	5.51	7.90
CCLA CBF Church of England Funds Ia	2.13B	-2.41	5.36	8.24

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares MSCI USA ESG Enhanced UCITS ETF USD Inc	IE00BHZPJ890	18.20	11.16	+0.18%
Coutts NA Insgts Eq C Dis GBP	IE000I2E1XM1	17.82	-	-
Coutts US Insights Eq C GBP D	IE000KQAFMD1	17.53	-	-
Amundi S&P 500 Climate Net Zero Ambition PAB UCITS	IE000UZTA1X0	12.13	23.91	+0.46%
Coutts Europe ex UK Insgts Eq C GBPD	IE00093S5JH2	11.22	-	-

Technical Summary

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Personal Portfoli.	1.345	+0.009	+0.64%
	SAF	277.50	-1.90	-0.68%