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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1040 | 1083 | 1259 | 1298 | 1756 |
Fund Return | 4.02% | 4.02% | 8.31% | 7.99% | 5.36% | 5.79% |
Place in category | 157 | 157 | 220 | 159 | 194 | 78 |
% in Category | 19 | 19 | 32 | 35 | 45 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.65B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.65B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.31B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.31B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 14.55B | 6.40 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
All Share Index Unit Trust Income | 13.61B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.61B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.61B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.33B | 2.82 | 7.88 | 5.79 | ||
UK Equity Tracker Fund L Acc | 11.33B | 2.81 | 7.78 | 5.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 6.97 | 33.92 | +1.34% | |
AstraZeneca | GB0009895292 | 6.33 | 11,250.0 | +2.78% | |
HSBC | GB0005405286 | 5.14 | 666.50 | +3.14% | |
Unilever | GB00B10RZP78 | 4.16 | 45.05 | +1.30% | |
BP | GB0007980591 | 3.30 | 522.50 | +1.48% |
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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