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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1034 | 1082 | 1251 | 1300 | 1741 |
Fund Return | 3.42% | 3.42% | 8.2% | 7.74% | 5.39% | 5.7% |
Place in category | 340 | 340 | 268 | 219 | 185 | 104 |
% in Category | 53 | 53 | 40 | 46 | 43 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds UK ICVC II UK Albi | 23.35M | 3.42 | 7.72 | 5.69 | ||
Investment Funds UK ICVC II UK Alll | 281.75K | 3.39 | 7.60 | 5.56 | ||
GB00BBX46183 | 302.38M | -3.75 | -2.77 | - | ||
GB00B7FBH943 | 142.95M | 2.07 | -6.69 | 5.88 | ||
GB00B0XWNG99 | 811.79M | 1.81 | -5.61 | 5.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.68B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.68B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.68B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.68B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund X Income | 11.33B | 2.83 | 7.92 | 5.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.17 | 34.05 | +0.01% | |
AstraZeneca | GB0009895292 | 6.63 | 11,988.0 | -0.32% | |
HSBC | GB0005405286 | 4.96 | 663.60 | +0.26% | |
Unilever | GB00B10RZP78 | 4.14 | 48.25 | +1.39% | |
BP | GB0007980591 | 3.48 | 524.80 | -0.28% |
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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