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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1044 | 1105 | 1205 | 1613 | 2283 |
Fund Return | 10.49% | 4.38% | 10.49% | 6.43% | 10.03% | 8.61% |
Place in category | 125 | 144 | 125 | 386 | 12 | 2 |
% in Category | 15 | 20 | 15 | 76 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.57B | 13.21 | 1.89 | 7.56 | ||
Diversified Trust Class C Inc | 3.57B | 13.23 | 1.89 | 7.52 | ||
Diversified Trust D Acc | 3.57B | 4.16 | 6.14 | 7.41 | ||
Leaders Trust Class C Acc | 3.27B | 10.54 | 6.44 | 8.59 | ||
Leaders Trust Class A Inc | 3.27B | 4.12 | 10.81 | 9.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.4B | -0.70 | 7.90 | 5.03 | ||
All Share Index Unit Trust Income | 13.4B | 3.56 | 13.74 | - | ||
VG UK Plus GBP Accumulation | 13.4B | 3.56 | 13.76 | - | ||
VG UK Institutional Plus GBP Income | 13.4B | 3.56 | 13.75 | - | ||
UK Equity Tracker Fund D Acc | 10.79B | -0.91 | 7.84 | 5.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 5.77 | 10,700.0 | -0.35% | |
Relx | GB00B2B0DG97 | 5.77 | 3,429.00 | +0.06% | |
London Stock Exchange | GB00B0SWJX34 | 5.49 | 9,476.0 | -1.21% | |
Sage | GB00B8C3BL03 | 5.18 | 1,259.50 | -0.32% | |
SSE | GB0007908733 | 5.11 | 1,639.50 | -1.12% |
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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