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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1034 | 1078 | 1144 | 1203 | 1603 |
Fund Return | 3.37% | 3.37% | 7.82% | 4.58% | 3.76% | 4.83% |
Place in category | 370 | 370 | 364 | 426 | 361 | 232 |
% in Category | 56 | 56 | 59 | 83 | 84 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 88.31M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 136.28M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 114.78M | 1.30 | 6.55 | 5.58 | ||
UK Equity Income Fund Z Accumulatio | 742.19M | 1.50 | 7.38 | 6.41 | ||
UK Equity Income Fund Z Income GBP | 666.08M | 1.50 | 7.39 | 6.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.28B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.28B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.28B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.28B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund X Acc | 11.33B | 2.83 | 7.92 | 5.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.04 | 33.53 | +0.15% | |
AstraZeneca | GB0009895292 | 5.30 | 10,862.0 | -0.15% | |
Relx | GB00B2B0DG97 | 5.04 | 3,305.00 | 0.00% | |
Unilever | GB00B10RZP78 | 4.01 | 43.87 | -0.11% | |
GSK plc | GB00BN7SWP63 | 3.81 | 1,590.00 | -1.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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