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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1124 | 1032 | 1206 | 1046 | 1312 | 1896 |
Fund Return | 12.38% | 3.21% | 20.56% | 1.53% | 5.57% | 6.61% |
Place in category | 104 | 94 | 78 | 202 | 132 | 62 |
% in Category | 26 | 25 | 20 | 57 | 44 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin UK Equity Income Fund W ac | 521.88M | 10.06 | 7.77 | 6.83 | ||
Franklin UK Equity Income Fund W in | 318.6M | 10.10 | 7.78 | 6.83 | ||
GB00B7BXT545 | 234.6M | 7.84 | -2.88 | 6.00 | ||
UK Rising Dividends Fund W acc | 201.51M | 10.90 | 6.79 | 7.42 | ||
Franklin UK Managers Focus Fund S a | 22.14M | -1.26 | 2.58 | 5.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 36.86M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund I | 2.55B | 7.15 | 0.69 | 8.04 | ||
Liontrust Special Situations Fund A | 5.64M | 5.06 | 2.11 | 7.79 | ||
Fidelity Special Situations Fund W | 2.42B | 16.79 | 9.28 | 7.86 | ||
Fidelity Special Situations | 437.41M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Unilever | GB00B10RZP78 | 5.25 | 59.08 | -0.10% | |
AstraZeneca | GB0009895292 | 4.88 | 12,650.0 | +0.88% | |
Shell | GB00BP6MXD84 | 4.85 | 30.21 | -2.27% | |
BP | GB0007980591 | 4.62 | 405.70 | -1.46% | |
Relx | GB00B2B0DG97 | 3.68 | 3,519.00 | +0.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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