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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1043 | 1135 | 1130 | 1419 | 2150 |
Fund Return | 4.31% | 4.31% | 13.48% | 4.17% | 7.25% | 7.96% |
Place in category | 204 | 204 | 73 | 100 | 15 | 4 |
% in Category | 16 | 16 | 6 | 8 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.52B | 4.32 | 4.16 | 7.99 | ||
Diversified Trust D Acc | 3.52B | 1.14 | 3.64 | 7.61 | ||
Leaders Trust Class C Acc | 3.26B | 5.21 | 8.08 | 9.28 | ||
Leaders Trust Class C Inc | 3.26B | 5.25 | 8.09 | 9.30 | ||
Leaders Trust Class A Inc | 3.26B | 1.27 | 7.45 | 7.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.02B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.02B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio Retail Income | 4.8B | 3.38 | 2.64 | 5.61 | ||
Balanced Portfolio C Accumulation | 4.8B | 3.58 | 3.24 | 6.20 | ||
- Balanced Portfolio C Income | 4.8B | 3.59 | 3.24 | 6.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.04 | - | - | |
Schneider Electric | FR0000121972 | 2.03 | 227.45 | -0.52% | |
Visa Inc Class A | - | 1.97 | - | - | |
London Stock Exchange | GB00B0SWJX34 | 1.96 | 9,162.0 | +0.73% | |
Compass | GB00BD6K4575 | 1.93 | 2,192.00 | +0.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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