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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1096 | 1120 | 1241 | 1472 | 1878 |
Fund Return | 7.14% | 9.55% | 12.01% | 7.47% | 8.04% | 6.51% |
Place in category | 333 | 280 | 358 | 142 | 34 | 35 |
% in Category | 72 | 60 | 79 | 29 | 8 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 94.35M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 144.63M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 121.22M | 6.79 | 6.63 | 5.66 | ||
UK Equity Income Fund Z Accumulatio | 723.26M | 7.14 | 7.47 | 6.49 | ||
TE Institutional Accumulation GBP | 176.09M | 5.50 | 7.78 | 9.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.93B | 8.85 | 7.89 | 6.66 | ||
TB Evenlode Income B Income | 3.26B | 1.21 | 5.69 | 8.16 | ||
UK Equity Income Fund Retail Income | 144.63M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Institutional | 94.35M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Accumu | 121.22M | 6.79 | 6.63 | 5.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 7.04 | 2,055.00 | -0.44% | |
GSK plc | GB00BN7SWP63 | 5.79 | 1,595.00 | -0.84% | |
Unilever | GB00B10RZP78 | 5.51 | 52.44 | -0.08% | |
RS PLC | GB0003096442 | 4.07 | 720.00 | -2.90% | |
Pearson | GB0006776081 | 4.00 | 977.60 | +0.18% |
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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