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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1105 | 1038 | 1248 | 1780 |
Fund Return | 5.3% | 5.3% | 10.45% | 1.25% | 4.53% | 5.93% |
Place in category | 387 | 387 | 471 | 522 | 401 | 215 |
% in Category | 61 | 61 | 75 | 89 | 87 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.39B | 2.19 | -0.59 | 3.63 | ||
Balanced Portfolio R GBP Acc | 1.39B | 2.33 | -0.02 | 4.21 | ||
American Equity Fund U1 GBP Acc | 377.67M | 7.00 | 13.82 | - | ||
American Equity Fund U2 GBP Acc | 702.35M | 7.01 | 13.92 | 15.33 | ||
American Equity Fund A GBP Acc | 55.36M | 6.85 | 12.91 | 14.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CCLA COIF Charities Investment Acc | 3.67B | 2.13 | 7.99 | 9.22 | ||
CCLA COIF Charities Investment Inc | 3.67B | 2.13 | 7.99 | 9.01 | ||
CCLA COIF Charities Ethical Investa | 2.29B | 3.64 | 7.41 | 9.30 | ||
CCLA COIF Charities Ethical Investm | 2.29B | 3.63 | 7.41 | 9.25 | ||
CCLA CBF Church of England Funds Ia | 2.1B | 3.64 | 7.52 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
M&G (Lux) Eurp Strat Val CI EUR Acc | LU1797811236 | 4.91 | - | - | |
JOHCM UK Dynamic B Acc | GB00B4T7JX59 | 4.71 | - | - | |
Quilter Inv UK Eq 2 A GBP Acc Units | GB0032385303 | 4.07 | - | - | |
Liontrust UK Growth M Acc | GB00BD5CYB01 | 4.07 | - | - | |
Fidelity Asia Pacific Opportunities Fund W GBP Acc | GB00BQ1SWL90 | 4.05 | 2.917 | +0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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