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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1056 | 1158 | 1229 | 1126 | 1260 |
Fund Return | 9.83% | 5.63% | 15.82% | 7.12% | 2.4% | 2.33% |
Place in category | 222 | 28 | 150 | 170 | 348 | 250 |
% in Category | 51 | 8 | 40 | 38 | 90 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Acc | 2.41B | 9.62 | 6.86 | 2.08 | ||
Perpetual High Income No Trail Inc | 2.41B | 8.88 | 6.62 | 2.02 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 9.08 | 6.88 | 2.28 | ||
Invesco Perpetual Asian Acc | 2.22B | 14.68 | 6.17 | 9.84 | ||
Invesco Perpetual Asian Inc | 2.22B | 14.68 | 6.17 | 9.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2.05B | 12.38 | 8.81 | 7.01 | ||
TB Evenlode Income B Income | 3.27B | 5.22 | 5.85 | 8.72 | ||
UK Equity Income Fund Institutional | 90.61M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 137.7M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 115.21M | 9.74 | 6.41 | 6.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Barclays | GB0031348658 | 5.71 | 244.90 | +0.57% | |
Next | GB0032089863 | 5.52 | 10,040.0 | +1.60% | |
British American Tobacco | GB0002875804 | 4.78 | 2,721.0 | +0.82% | |
Relx | GB00B2B0DG97 | 4.55 | 3,654.00 | +1.02% | |
BP | GB0007980591 | 4.37 | 385.10 | +0.81% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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