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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 1035 | 1010 | 1266 | 1315 | 1686 |
Fund Return | -0.5% | 3.52% | 1.01% | 8.18% | 5.63% | 5.36% |
Place in category | 170 | 291 | 209 | 131 | 56 | 52 |
% in Category | 21 | 40 | 29 | 28 | 13 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.66B | -0.92 | 11.57 | 12.70 | ||
JPM US Equity Income Fund B Net Acc | 3.66B | 3.10 | 10.52 | 11.89 | ||
JPM US Equity Income Fund B Net Inc | 3.66B | 3.11 | 10.51 | 11.89 | ||
JPM US Equity Income Fund C Net Acc | 3.66B | 3.16 | 10.91 | 12.24 | ||
JPM US Equity Income Fund C Net Inc | 3.66B | 3.17 | 10.91 | 12.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.44B | -0.70 | 7.90 | 5.03 | ||
All Share Index Unit Trust Income | 13.44B | 3.56 | 13.74 | - | ||
VG UK Plus GBP Accumulation | 13.44B | 3.56 | 13.76 | - | ||
VG UK Institutional Plus GBP Income | 13.44B | 3.56 | 13.75 | - | ||
UK Equity Tracker Fund D Acc | 10.79B | -0.91 | 7.84 | 5.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.01 | 30.96 | +0.85% | |
AstraZeneca | GB0009895292 | 6.75 | 10,678.0 | -0.60% | |
HSBC | GB0005405286 | 5.33 | 619.00 | +0.65% | |
Unilever | GB00B10RZP78 | 3.76 | 46.52 | +0.54% | |
BP | GB0007980591 | 3.52 | 495.70 | +0.59% |
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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