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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1034 | 1078 | 1144 | 1202 | 1601 |
Fund Return | 3.37% | 3.37% | 7.82% | 4.58% | 3.74% | 4.82% |
Place in category | 368 | 368 | 365 | 427 | 364 | 233 |
% in Category | 56 | 56 | 59 | 83 | 84 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 89.32M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 138.24M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 116.01M | 1.30 | 6.55 | 5.58 | ||
UK Equity Income Fund Z Accumulatio | 727.26M | 1.50 | 7.38 | 6.41 | ||
UK Equity Income Fund Z Income GBP | 674.96M | 1.50 | 7.39 | 6.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.68B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.68B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.68B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.68B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund L Acc | 11.33B | 2.81 | 7.78 | 5.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.71 | 34.05 | +0.01% | |
AstraZeneca | GB0009895292 | 5.46 | 11,988.0 | -0.32% | |
Relx | GB00B2B0DG97 | 4.69 | 3,329.00 | +1.46% | |
GSK plc | GB00BN7SWP63 | 3.77 | 1,653.00 | +0.76% | |
Compass | GB00BD6K4575 | 3.75 | 2,229.00 | -0.13% |
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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