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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1015 | 1043 | 1267 | 1278 | 1606 |
Fund Return | 1.47% | 1.47% | 4.25% | 8.2% | 5.02% | 4.85% |
Place in category | 373 | 373 | 404 | 69 | 160 | 123 |
% in Category | 73 | 73 | 83 | 15 | 42 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.44M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.11B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.65M | 11.14 | 14.28 | 15.54 | ||
Fidelity Index US Fund P Accumulati | 3.55B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 123.63M | 6.60 | 11.91 | 10.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.86B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.33B | 0.66 | 7.02 | 8.54 | ||
UK Equity Income Fund Institutional | 88.37M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 136.41M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 743.3M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.16 | 33.47 | -0.18% | |
Unilever | GB00B10RZP78 | 6.68 | 44.23 | +0.82% | |
AstraZeneca | GB0009895292 | 5.14 | 10,914.0 | +0.48% | |
HSBC | GB0005405286 | 4.57 | 644.60 | +1.34% | |
GSK plc | GB00BN7SWP63 | 4.36 | 1,583.50 | -0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Strong Buy | Strong Buy |
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