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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1038 | 1103 | 996 | 1199 | 1637 |
Fund Return | 5.8% | 3.83% | 10.33% | -0.14% | 3.7% | 5.05% |
Place in category | 329 | 185 | 503 | 541 | 468 | 261 |
% in Category | 56 | 32 | 80 | 94 | 97 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.34B | 1.90 | -1.21 | 3.42 | ||
Balanced Portfolio R GBP Acc | 1.34B | 2.12 | -0.64 | 3.99 | ||
American Equity Fund A GBP Acc | 48.72M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.61M | 10.48 | 11.86 | 14.94 | ||
American Equity Fund R GBP Acc | 788.47M | 10.60 | 12.14 | 15.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CCLA COIF Charities Investment Acc | 723.63M | 2.13 | 7.99 | 9.22 | ||
CCLA COIF Charities Investment Inc | 3.04B | 2.13 | 7.99 | 9.01 | ||
CCLA COIF Charities Ethical Investa | 486.42M | 1.81 | 5.45 | 8.88 | ||
CCLA COIF Charities Ethical Investm | 1.87B | 1.81 | 5.45 | 8.84 | ||
CCLA CBF Church of England Funds Ia | 143.45M | 1.37 | 5.47 | 9.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Asia Pacific Opportunities Fund W GBP Acc | GB00BQ1SWL90 | 5.57 | 2.842 | -0.59% | |
M&G (Lux) Eurp Strat Val CI EUR Acc | LU1797811236 | 4.96 | - | - | |
JOHCM UK Dynamic B Acc | GB00B4T7JX59 | 4.61 | - | - | |
Quilter Inv UK Eq 2 A GBP Acc Units | GB0032385303 | 4.14 | - | - | |
Liontrust UK Growth M Acc | GB00BD5CYB01 | 4.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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