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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 974 | 1147 | 1164 | 1318 | 1738 |
Fund Return | 7.5% | -2.61% | 14.68% | 5.2% | 5.68% | 5.69% |
Place in category | 357 | 287 | 436 | 330 | 135 | 194 |
% in Category | 58 | 50 | 71 | 66 | 32 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smaller Companies Fund A Acc | 131.09M | -2.57 | -6.35 | 6.96 | ||
Smaller Companies Fund B Acc | 131.09M | -3.02 | -6.82 | 6.41 | ||
Smaller Companies Fund C Acc | 131.09M | -2.35 | -6.12 | 7.23 | ||
Lazard UK Omega Fund B Dist | 36.57M | 7.05 | 4.67 | 5.17 | ||
Lazard UK Omega Fund A Acc | 36.57M | 10.51 | 7.63 | 5.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VG UK Institutional Plus GBP Income | 14.46B | 11.15 | 7.79 | 6.11 | ||
Index Unit Trust Accumulation | 14.46B | 11.13 | 7.80 | 6.10 | ||
All Share Index Unit Trust Income | 14.46B | 11.14 | 7.78 | 6.09 | ||
VG UK Plus GBP Accumulation | 14.46B | 11.14 | 7.80 | 6.12 | ||
UK Equity Tracker Fund D Acc | 11.69B | 10.48 | 8.11 | 6.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.41 | 29.17 | -0.09% | |
Unilever | GB00B10RZP78 | 7.13 | 54.96 | -0.15% | |
AstraZeneca | GB0009895292 | 6.54 | 10,408.0 | +1.48% | |
HSBC | GB0005405286 | 5.34 | 764.74 | +0.52% | |
Relx | GB00B2B0DG97 | 4.38 | 3,606.00 | -0.63% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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