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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1035 | 1098 | 1247 | 1327 | 1792 |
Fund Return | 3.54% | 3.54% | 9.79% | 7.64% | 5.82% | 6.01% |
Place in category | 293 | 293 | 97 | 236 | 75 | 54 |
% in Category | 43 | 43 | 15 | 49 | 16 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.4B | 9.24 | 10.58 | 11.50 | ||
Dimensional Global Core Equity FuGD | 6.4B | 9.23 | 10.58 | 11.49 | ||
Global Sustainability Core EquityGA | 4.12B | 9.36 | 10.37 | 11.95 | ||
Global Sustainability Core EquityGD | 4.12B | 9.35 | 10.36 | 11.95 | ||
Dimensional World Allocation 60 40A | 3B | 5.18 | 5.12 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.13B | 4.02 | 7.99 | 5.79 | ||
VG UK Institutional Plus GBP Income | 14.13B | -0.69 | 7.90 | - | ||
All Share Index Unit Trust Income | 14.13B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.13B | -0.70 | 7.91 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.27 | 33.77 | -0.34% | |
BP | GB0007980591 | 4.12 | 500.50 | -0.64% | |
HSBC | GB0005405286 | 3.91 | 720.80 | +1.15% | |
AstraZeneca ADR | US0463531089 | 3.07 | 76.97 | +0.85% | |
BP ADR | US0556221044 | 2.72 | 37.53 | -0.13% |
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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