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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1016 | 1016 | 1121 | 1090 | 1261 | 1519 |
Fund Return | 1.59% | 1.59% | 12.06% | 2.92% | 4.75% | 4.27% |
Place in category | 1237 | 1237 | 139 | 328 | 166 | 212 |
% in Category | 85 | 85 | 12 | 26 | 16 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco Perpetual High Income Y | 2.41B | 3.70 | 7.59 | 2.27 | ||
Perpetual High Income No Trail Acc | 2.41B | 4.35 | 7.52 | 2.02 | ||
Perpetual High Income No Trail Inc | 2.41B | 3.64 | 7.28 | 1.97 | ||
Invesco Perpetual High Income Z Acc | 2.41B | 4.42 | 7.79 | 2.28 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 3.70 | 7.54 | 2.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.96B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.96B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.8B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.8B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.8B | 4.71 | 3.99 | 5.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Long Gilt Future Mar 24 | GB00C02DHY82 | 5.04 | - | - | |
Invesco Sterling Liqdty Port Agcy | IE00BYX96M50 | 4.19 | - | - | |
Us Long Bond (Cbt) Future Mar 19 24 | - | 2.40 | - | - | |
Lloyds Banking Group PLC 2.707% | XS2265524640 | 2.27 | - | - | |
Co-Operative Bk Hl | GB00BF0FCS13 | 1.78 | - | - |
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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