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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1059 | 1092 | 1109 | 1305 | 1884 |
Fund Return | 1.72% | 5.88% | 9.25% | 3.51% | 5.47% | 6.54% |
Place in category | 266 | 171 | 170 | 173 | 78 | 11 |
% in Category | 20 | 14 | 15 | 13 | 8 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Inc | 15.18B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 15.04B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 15.04B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.31B | 6.40 | 12.13 | 12.73 | ||
FTSE Dev World ex UK Equity Index I | 15.31B | 6.41 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Inc | 15.18B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.84B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.84B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.84B | 3.38 | 2.65 | 5.61 | ||
Balanced Portfolio Retail Income | 4.84B | 3.38 | 2.64 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.44 | 650.76 | +0.31% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 19.19 | 146.660 | -0.17% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 16.14 | 924.65 | +0.15% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 14.50 | 279.22 | +1.08% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 6.33 | 131.999 | -0.18% |
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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