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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 1056 | 1012 | 649 | 877 | - |
Fund Return | -0.1% | 5.58% | 1.19% | -13.43% | -2.59% | - |
Place in category | 23 | 56 | 16 | 113 | 111 | - |
% in Category | 17 | 38 | 12 | 98 | 98 | - |
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 A GBP Acc | 55.36M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.68M | 11.52 | 13.21 | 15.36 | ||
American Equity Fund R GBP Acc | 727.69M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Castlefield CFP SDL UK Buff Ins Acc | 279.55M | -19.64 | -0.70 | - | ||
Castlefield CFP SDL UK Buffettology | 211.44M | 2.01 | -4.12 | 7.38 | ||
HSBC FTSE 250 Index Accumulation C | 1.29B | 1.27 | -0.31 | 4.60 | ||
Old Mutual UK Mid Cap Fund P GBP In | 1.36M | 3.96 | -12.84 | 3.12 | ||
Old Mutual UK Mid Cap Fund R GBP Ac | 229.51M | 4.02 | -12.63 | 3.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bellway | GB0000904986 | 4.75 | 2,544.0 | +1.60% | |
Jet2 | GB00B1722W11 | 4.62 | 1,397.00 | -1.69% | |
Melrose Industries | GB00BNGDN821 | 4.12 | 603.00 | -2.93% | |
Intermediate Capital | GB00BYT1DJ19 | 3.91 | 2,130.00 | +2.40% | |
Games Workshop | GB0003718474 | 3.24 | 9,520.0 | +0.85% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Neutral |
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