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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 994 | 1044 | 1020 | 1112 | 1141 | 1395 |
Fund Return | -0.55% | 4.4% | 1.97% | 3.59% | 2.68% | 3.39% |
Place in category | 199 | 130 | 149 | 493 | 432 | 305 |
% in Category | 25 | 19 | 19 | 90 | 94 | 89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 88.37M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 136.41M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 114.91M | 1.30 | 6.55 | 5.58 | ||
UK Equity Income Fund Z Accumulatio | 743.3M | 1.50 | 7.38 | 6.41 | ||
UK Equity Income Fund Z Income GBP | 667.28M | 1.50 | 7.39 | 6.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.38B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.38B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.38B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.38B | -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 | 7.04 | 33.47 | -0.01% | |
AstraZeneca | GB0009895292 | 5.30 | 10,946.0 | +0.29% | |
Relx | GB00B2B0DG97 | 5.04 | 3,302.00 | -0.81% | |
Unilever | GB00B10RZP78 | 4.01 | 44.47 | +0.54% | |
GSK plc | GB00BN7SWP63 | 3.81 | 1,599.00 | +0.98% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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