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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1042 | 1068 | 1269 | 1315 | 1758 |
Fund Return | 4.2% | 4.2% | 6.82% | 8.26% | 5.63% | 5.8% |
Place in category | 99 | 99 | 438 | 133 | 100 | 76 |
% in Category | 13 | 13 | 72 | 29 | 22 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin UK Equity Income Fund W ac | 530.71M | 1.41 | 7.33 | 6.56 | ||
Franklin UK Equity Income Fund W in | 356.36M | 1.39 | 7.32 | 6.56 | ||
GB00B7BXT545 | 244.32M | 1.63 | 0.19 | 4.88 | ||
Franklin UK Managers Focus Fund S a | 22.55M | -1.26 | 2.58 | 5.07 | ||
Franklin UK Managers Focus Fund W a | 73.14M | 3.71 | 2.63 | 5.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.83B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.83B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.83B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.83B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 5.15 | 33.75 | +0.04% | |
BP | GB0007980591 | 5.02 | 515.80 | +1.26% | |
Unilever | GB00B10RZP78 | 4.95 | 48.81 | +0.64% | |
AstraZeneca | GB0009895292 | 4.31 | 12,156.0 | -0.12% | |
Relx | GB00B2B0DG97 | 4.01 | 3,284.00 | -0.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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