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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 1031 | 1026 | 1232 | 985 | 1174 |
Fund Return | -1.54% | 3.11% | 2.56% | 7.21% | -0.29% | 1.62% |
Place in category | 242 | 272 | 112 | 182 | 375 | 247 |
% in Category | 47 | 54 | 22 | 41 | 96 | 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 Y | 2.31B | -1.54 | 7.26 | - | ||
Invesco Perpetual Asian Acc | 2.3B | -0.22 | -0.93 | 9.36 |
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 Income GBP | 689.93M | -2.20 | 7.86 | 5.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 5.22 | 63.47 | +0.68% | |
Next | GB0032089863 | 5.20 | 9,232.0 | +0.48% | |
Relx | GB00B2B0DG97 | 4.87 | 3,424.00 | -0.09% | |
Barclays | GB0031348658 | 4.50 | 183.20 | +0.93% | |
British American Tobacco | GB0002875804 | 4.49 | 2,406.0 | +0.71% |
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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