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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1040 | 1088 | 1266 | 1339 | 1804 |
Fund Return | 4.01% | 4.01% | 8.84% | 8.17% | 6.01% | 6.08% |
Place in category | 162 | 162 | 152 | 142 | 57 | 49 |
% in Category | 20 | 20 | 22 | 30 | 12 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.57B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund B Net Inc | 3.57B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Acc | 3.57B | 7.75 | 9.99 | 12.52 | ||
JPM US Equity Income Fund C Net Inc | 3.57B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund X Net Acc | 3.57B | 3.29 | 11.72 | 13.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.68B | 4.02 | 7.99 | 5.79 | ||
VG UK Plus GBP Accumulation | 13.68B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.68B | -0.69 | 7.90 | - | ||
All Share Index Unit Trust Income | 13.68B | -0.70 | 7.89 | - | ||
UK Equity Tracker Fund D Acc | 11.33B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.24 | 34.12 | +0.22% | |
AstraZeneca | GB0009895292 | 6.58 | 12,028.0 | +0.02% | |
HSBC | GB0005405286 | 5.34 | 664.30 | +0.36% | |
Unilever | GB00B10RZP78 | 3.73 | 48.09 | +1.05% | |
BP | GB0007980591 | 3.62 | 530.60 | +0.82% |
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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