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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1070 | 1074 | 1232 | 1290 | 1754 |
Fund Return | 6.08% | 7.03% | 7.38% | 7.2% | 5.22% | 5.78% |
Place in category | 310 | 343 | 355 | 253 | 201 | 116 |
% in Category | 51 | 56 | 56 | 50 | 44 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.15B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.15B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.98B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.98B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.25B | 6.40 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
All Share Index Unit Trust Income | 14.22B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.22B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.22B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 | ||
UK Equity Tracker Fund L Acc | 11.62B | 6.06 | 7.69 | 5.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.18 | 33.62 | -0.94% | |
AstraZeneca | GB0009895292 | 6.64 | 12,172.0 | -0.60% | |
HSBC | GB0005405286 | 4.98 | 701.70 | -0.67% | |
Unilever | GB00B10RZP78 | 4.15 | 50.10 | +0.34% | |
BP | GB0007980591 | 3.48 | 496.95 | -1.07% |
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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