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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1046 | 1114 | 1385 | 1478 | 2052 |
Fund Return | 4.62% | 4.62% | 11.4% | 11.46% | 8.12% | 7.45% |
Place in category | 49 | 49 | 62 | 7 | 8 | 8 |
% in Category | 10 | 10 | 13 | 2 | 2 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund Institutional W Accumul | 722.76M | 4.42 | 9.76 | 10.94 | ||
Income Fund Institutional W Income | 1B | 4.42 | 9.77 | 10.94 | ||
Income Fund B Accumulation | 15.07M | 4.38 | 9.60 | 10.73 | ||
Income Fund Sterling Accumulation | 5.76M | 4.22 | 8.88 | 10.04 | ||
Income Fund B Income | 46.42M | 4.38 | 9.60 | 10.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.86B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.33B | 0.66 | 7.02 | 8.54 | ||
UK Equity Income Fund Retail Income | 136.41M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Institutional | 88.37M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Z Accumulatio | 743.3M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 9.12 | 33.48 | +0.01% | |
Barclays | GB0031348658 | 6.11 | 185.68 | +0.92% | |
GSK plc | GB00BN7SWP63 | 5.71 | 1,598.00 | +0.92% | |
Lloyds Banking | GB0008706128 | 4.40 | 51.02 | +0.04% | |
BP | GB0007980591 | 4.21 | 515.26 | +0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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