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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 1099 | 1200 | 1572 | 1911 | 3291 |
Fund Return | 6.48% | 9.89% | 20.03% | 16.27% | 13.82% | 12.65% |
Place in category | 76 | 157 | 26 | 5 | 6 | 3 |
% in Category | 7 | 13 | 3 | 1 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.05B | 6.81 | 6.36 | 7.41 | ||
International Index Tracking Fund 2 | 837.95M | 9.38 | 11.21 | 12.45 | ||
UK Equity Income Fund 2 GBP Acc | 802.45M | 4.27 | 5.53 | 5.73 | ||
International Index Tracking Fund 1 | 837.95M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 1 GBP Inc | 802.45M | 0.19 | 5.44 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 5.59B | 6.58 | 12.70 | 11.93 | ||
Income Fund B Income | 48.33M | 4.38 | 9.60 | 10.74 | ||
Income Fund Exempt 2 Income | 12.2M | 4.42 | 9.77 | 10.94 | ||
Income Fund Institutional W Accumul | 751.41M | 4.42 | 9.76 | 10.94 | ||
Income Fund Institutional W Income | 1.04B | 4.42 | 9.77 | 10.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 3.73 | 68.35 | +1.67% | |
Deutsche Telekom AG | DE0005557508 | 3.64 | 21.900 | +1.20% | |
Broadcom | US11135F1012 | 3.57 | 1,304.23 | -1.60% | |
Microsoft | US5949181045 | 3.56 | 412.19 | +0.40% | |
BAE Systems | GB0002634946 | 3.42 | 1,392.00 | +0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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