A balanced investment strategy reflects your desire to seek the potential for growth. You’re moderately tolerant of risk and plan to invest for a medium/long period of time.
Number of Holding |
14,507 |
Annualised Standard Deviation |
4.89 |
Ongoing Charges Figure |
0.26 |
Last 1 Year |
1.13 |
Last 3 Years |
2.67 |
Last 5 Years |
1.39 |
Last 10 Years |
3.65 |
Highest 1 Year Return |
17.26 |
Lowest 1 Year Return |
-7.33 |
Highest 3 Year Return |
8.89 |
Lowest 3 Year Return |
-0.39 |
Last Updated: September 2023
Number of Holding |
22,398 |
Annualised Standard Deviation |
6.03 |
Ongoing Charges Figure |
0.28 |
Last 1 Year |
1.58 |
Last 3 Years |
1.85 |
Last 5 Years |
- |
Highest 1 Year Return |
16.83 |
Lowest 1 Year Return |
-8.45 |
Highest 3 Year Return |
6.44 |
Lowest 3 Year Return |
0.42 |
Last Updated: September 2023
Number of Holding |
10494 |
Annualised Standard Deviation |
7.29 |
Ongoing Charges Figure |
0.27 |
Last 1 Year |
-0.41 |
Last 3 Years |
|
Last 5 Years |
Lowest 1 Year Return |
-8.77 |
Highest 1 Year Return |
0.06 |
Lowest 3 Year Return |
|
Highest 3 Year Return |
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