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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1104 | 1008 | 1042 | 1148 | 2177 |
Fund Return | 5.09% | 10.41% | 0.83% | 1.37% | 2.81% | 8.09% |
Place in category | 236 | 371 | 554 | 513 | 357 | 28 |
% in Category | 24 | 47 | 78 | 87 | 71 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec UK Alpha Fund J GBP Acc | 417.24M | 6.12 | 8.54 | 6.64 | ||
Investec UK Alpha I GBP Inc Net | 417.24M | 6.09 | 8.43 | 6.63 | ||
Investec American I Acc Net GBP | 639.37M | 5.26 | 14.22 | 16.60 | ||
Investec American S Acc Net GBP | 639.37M | 5.40 | 15.08 | 17.49 | ||
Investec American Fund Net R GBP Ac | 639.37M | 25.06 | 11.60 | 15.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.4B | -0.70 | 7.90 | 5.03 | ||
VG UK Institutional Plus GBP Income | 13.4B | 3.56 | 13.75 | - | ||
All Share Index Unit Trust Income | 13.4B | 3.56 | 13.74 | - | ||
VG UK Plus GBP Accumulation | 13.4B | 3.56 | 13.76 | - | ||
UK Equity Tracker Fund D Acc | 10.79B | -0.91 | 7.84 | 5.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BP | GB0007980591 | 5.81 | 496.10 | +0.67% | |
Shell | GB00BP6MXD84 | 5.32 | 30.95 | +0.83% | |
Unilever | GB00B10RZP78 | 4.95 | 46.49 | +0.48% | |
British American Tobacco | GB0002875804 | 3.95 | 2,401.0 | +0.50% | |
Reckitt Benckiser | GB00B24CGK77 | 3.83 | 4,517.0 | +1.78% |
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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