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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 971 | 1012 | 995 | 1339 | 1203 | 1569 |
Fund Return | -2.87% | 1.23% | -0.46% | 10.22% | 3.76% | 4.61% |
Place in category | 442 | 439 | 264 | 20 | 219 | 89 |
% in Category | 85 | 87 | 52 | 4 | 58 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Alpha Plus Fund L GBP Accumulation | 1.3B | -0.76 | 3.54 | - | ||
Asian Alpha Plus Fund L GBP Income | 1.3B | -0.75 | 3.56 | - | ||
Schroder Global Equity Fund I Acc | 1.63B | 9.09 | 12.13 | 12.46 | ||
Schroder Global Equity Fund I Inc | 1.63B | 9.17 | 12.15 | 12.47 | ||
Schroder Asian Alpha Plus A Acc | 1.3B | -0.63 | -6.22 | 8.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.92B | -0.06 | 7.79 | 5.97 | ||
UK Equity Income Fund Institutional | 91.27M | 3.18 | 14.01 | 7.17 | ||
UK Equity Income Fund Retail Income | 140.83M | 3.04 | 13.40 | 6.57 | ||
TB Evenlode Income B Income | 3.33B | 0.05 | 8.44 | 8.51 | ||
UK Equity Income Fund Retail Accumu | 118.63M | -2.34 | 7.02 | 4.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC | GB0005405286 | 3.59 | 619.00 | +0.65% | |
J Sainsbury | GB00B019KW72 | 3.58 | 270.40 | -0.55% | |
Shell | GB00BP6MXD84 | 3.15 | 30.96 | +0.85% | |
Imperial Brands | GB0004544929 | 3.10 | 1,770.00 | +0.80% | |
Eni SpA | IT0003132476 | 2.96 | 14.648 | +0.54% |
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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