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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1029 | 1058 | 1254 | 1247 | 1712 |
Fund Return | 2.94% | 2.94% | 5.79% | 7.83% | 4.51% | 5.52% |
Place in category | 205 | 205 | 343 | 96 | 210 | 86 |
% in Category | 39 | 39 | 73 | 22 | 55 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jupiter European I Acc | 1.02B | 4.78 | 7.86 | 10.76 | ||
Jupiter European I Inc | 870.7M | 4.78 | 8.03 | 10.81 | ||
Jupiter European Inc | 108.58M | 2.49 | 6.96 | 9.62 | ||
Jupiter UK Special Situations Inc | 10.02M | -2.14 | 9.16 | 4.83 | ||
Jupiter UK Special Situations I Acc | 1.03B | 2.38 | 8.85 | 6.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.85B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.33B | 0.66 | 7.02 | 8.54 | ||
UK Equity Income Fund Institutional | 88.04M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 135.81M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 114.41M | 1.30 | 6.55 | 5.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BP | GB0007980591 | 5.73 | 514.90 | +0.49% | |
GSK plc | GB00BN7SWP63 | 5.45 | 1,599.00 | +0.98% | |
Shell | GB00BP6MXD84 | 4.71 | 33.47 | -0.01% | |
Imperial Brands | GB0004544929 | 4.59 | 1,774.00 | +1.46% | |
Aviva | GB00BPQY8M80 | 3.75 | 459.70 | +0.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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