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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1012 | 1063 | 1098 | 1165 | 1556 |
Fund Return | 1.16% | 1.16% | 6.25% | 3.16% | 3.11% | 4.52% |
Place in category | 601 | 601 | 488 | 502 | 422 | 268 |
% in Category | 95 | 95 | 81 | 91 | 93 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec American Fund Net R GBP Ac | 616.83M | 7.89 | 13.55 | 16.57 | ||
Investec American I Acc Net GBP | 616.83M | 7.95 | 13.83 | 16.87 | ||
Investec American S Acc Net GBP | 616.83M | 8.15 | 14.69 | 17.76 | ||
Investec American B Acc Net GBP | 616.83M | 5.17 | 13.65 | 16.01 | ||
Investec UK Alpha Fund J GBP Acc | 410.85M | -1.38 | 3.52 | 4.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.64B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.64B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.64B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.64B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.33B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diageo | GB0002374006 | 6.22 | 2,765.5 | -1.65% | |
BP | GB0007980591 | 5.91 | 528.80 | +0.61% | |
Shell | GB00BP6MXD84 | 5.11 | 34.27 | +0.74% | |
Unilever | GB00B10RZP78 | 4.91 | 47.76 | +6.23% | |
Lloyds Banking | GB0008706128 | 3.98 | 51.67 | -0.21% |
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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