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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 1033 | 989 | 1282 | 1338 | 1744 |
Fund Return | -1.46% | 3.27% | -1.14% | 8.64% | 5.99% | 5.72% |
Place in category | 227 | 241 | 292 | 73 | 34 | 29 |
% in Category | 43 | 48 | 60 | 15 | 11 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
International Equity A Acc | 3.45B | 10.56 | 11.28 | 10.62 | ||
International Equity B Acc | 3.45B | 10.73 | 12.03 | 11.51 | ||
International Equity P Inc | 3.45B | 10.78 | 11.89 | 11.47 | ||
International Equity Q Net Inc | 3.45B | 10.85 | 11.99 | - | ||
International Equity X | 3.45B | 10.91 | 12.40 | 11.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.98B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.33B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 93.91M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 144.17M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 753.58M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jupiter Income Trust I Inc | GB00B6QR2553 | 4.93 | 6.00 | +0.66% | |
GSK plc | GB00BN7SWP63 | 4.37 | 1,784.53 | +0.23% | |
Shell | GB00BP6MXD84 | 4.08 | 34.32 | +1.06% | |
BP | GB0007980591 | 3.99 | 508.20 | +0.87% | |
AstraZeneca | GB0009895292 | 2.76 | 12,350.0 | +0.15% |
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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