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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1066 | 1090 | 1182 | 1363 | 1668 |
Fund Return | 9% | 6.56% | 9% | 5.74% | 6.39% | 5.25% |
Place in category | 156 | 82 | 156 | 330 | 155 | 76 |
% in Category | 30 | 22 | 30 | 71 | 42 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.03B | 10.81 | 4.87 | 6.72 | ||
UK Equity Income Fund 1 GBP Inc | 800.97M | 2.87 | 13.19 | 5.83 | ||
UK Equity Income Fund 2 GBP Inc | 800.97M | 2.92 | 13.40 | 6.02 | ||
International Index Tracking Fund 2 | 824.74M | 5.52 | 11.31 | 12.14 | ||
International Index Tracking Fund 1 | 824.74M | 3.27 | 15.20 | 10.32 |
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 Z Income GBP | 689.93M | -2.20 | 7.86 | 5.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
National Grid | GB00BDR05C01 | 5.18 | 1,062.50 | +0.09% | |
Sage | GB00B8C3BL03 | 5.06 | 1,250.55 | -1.02% | |
Intermediate Capital | GB00BYT1DJ19 | 5.02 | 2,066.00 | +0.29% | |
SSE | GB0007908733 | 4.88 | 1,651.50 | -0.39% | |
BAE Systems | GB0002634946 | 4.88 | 1,349.50 | -0.30% |
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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