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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 1045 | 1022 | 1129 | 1184 | 1433 |
Fund Return | -0.62% | 4.47% | 2.15% | 4.12% | 3.44% | 3.66% |
Place in category | 235 | 121 | 134 | 464 | 373 | 278 |
% in Category | 31 | 17 | 17 | 87 | 83 | 82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Place Worldwide Opportunities Acc | 3.63B | 4.32 | 4.80 | 9.34 | ||
Place Worldwide Opportunities Inc | 3.63B | 4.33 | 4.81 | 9.34 | ||
Place UK & General Progressive Inc | 1.26B | -0.62 | 4.10 | 3.66 | ||
Place Growth European Progress Acc | 874.69M | 2.01 | 5.40 | 5.44 | ||
Place Growth European Progress Inc | 874.69M | 2.03 | 5.37 | 5.44 |
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 % | |
---|---|---|---|---|---|
Royal Dutch Shell PLC B | GB00B03MM408 | 5.32 | - | - | |
Relx | GB00B2B0DG97 | 5.06 | 3,424.50 | -0.07% | |
British American Tobacco | GB0002875804 | 4.65 | 2,404.5 | +0.65% | |
St James Place Ut | GB00B80GVJ94 | 4.56 | - | - | |
Compass Group PLC | GB00BLNN3L44 | 4.09 | - | - |
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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