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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1038 | 1084 | 1153 | 1201 | 1591 |
Fund Return | 3.84% | 3.84% | 8.44% | 4.86% | 3.73% | 4.76% |
Place in category | 234 | 234 | 198 | 410 | 366 | 244 |
% in Category | 33 | 33 | 28 | 80 | 85 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Threadneedle Lux UK Equities Classa | 35.44M | 3.65 | 4.08 | 3.97 | ||
Threadneedle Lux UK Equities Classi | 35.44M | 3.89 | 5.07 | 4.94 | ||
TL UK Equities Class AGP GBP Distri | 35.44M | 3.64 | 4.08 | 3.97 | ||
TL UK Equities Class IGP GBP Distri | 35.44M | 3.89 | 5.07 | 4.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.9B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.9B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.9B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.9B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.71 | 33.48 | -0.81% | |
AstraZeneca | GB0009895292 | 5.46 | 12,050.0 | -0.87% | |
Relx | GB00B2B0DG97 | 4.69 | 3,358.00 | +2.25% | |
GSK plc | GB00BN7SWP63 | 3.77 | 1,733.50 | +0.29% | |
Compass | GB00BD6K4575 | 3.75 | 2,244.00 | +1.04% |
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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