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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 894 | 948 | 917 | 1013 | 1120 | 1977 |
Fund Return | -10.63% | -5.23% | -8.33% | 0.43% | 2.3% | 7.05% |
Place in category | 501 | 370 | 462 | 385 | 173 | 45 |
% in Category | 74 | 54 | 73 | 70 | 36 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund Institutional W Accumul | 742.44M | 4.42 | 9.76 | 10.94 | ||
Income Fund Institutional W Income | 1.03B | 4.42 | 9.77 | 10.94 | ||
Income Fund B Accumulation | 15.47M | 4.38 | 9.60 | 10.73 | ||
Income Fund B Income | 47.69M | 4.38 | 9.60 | 10.74 | ||
Income Fund Sterling Accumulation | 5.92M | 4.22 | 8.88 | 10.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.64B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.64B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.64B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.64B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.33B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 9.40 | 34.04 | +0.07% | |
AstraZeneca | GB0009895292 | 8.74 | 12,026.0 | +5.94% | |
Diageo | GB0002374006 | 5.52 | 2,759.0 | -1.89% | |
BP | GB0007980591 | 4.52 | 526.30 | +0.13% | |
Relx | GB00B2B0DG97 | 3.99 | 3,281.00 | -0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Sell |
Summary | Strong Buy | Strong Buy | Neutral |
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