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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 988 | 1042 | 1029 | 1226 | 997 | 1168 |
Fund Return | -1.2% | 4.18% | 2.91% | 7.03% | -0.06% | 1.57% |
Place in category | 185 | 137 | 94 | 197 | 367 | 248 |
% in Category | 35 | 29 | 18 | 43 | 94 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Acc | 2.31B | -0.90 | 7.18 | 1.42 | ||
Perpetual High Income No Trail Inc | 2.31B | -1.58 | 6.94 | 1.37 | ||
Invesco Perpetual High Income Z Acc | 2.31B | -0.86 | 7.45 | 1.68 | ||
Invesco Perpetual High Income Z Inc | 2.31B | -1.54 | 7.21 | 1.62 | ||
Invesco Perpetual High Income Y | 2.31B | -1.54 | 7.26 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.92B | -0.06 | 7.79 | 5.97 | ||
UK Equity Income Fund Institutional | 91.27M | 3.18 | 14.01 | 7.17 | ||
UK Equity Income Fund Retail Income | 140.83M | 3.04 | 13.40 | 6.57 | ||
TB Evenlode Income B Income | 3.33B | 0.05 | 8.44 | 8.51 | ||
UK Equity Income Fund Z Accumulatio | 771.09M | -2.21 | 7.86 | 5.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 5.78 | 63.58 | +0.86% | |
Next | GB0032089863 | 5.52 | 9,274.0 | +0.94% | |
BP | GB0007980591 | 4.35 | 497.80 | +1.01% | |
Ferguson | JE00BJVNSS43 | 4.14 | 17,360.0 | -0.17% | |
Relx | GB00B2B0DG97 | 4.12 | 3,430.00 | +0.09% |
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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