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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1034 | 1034 | 1024 | 1489 | 1202 | 1705 |
Fund Return | 3.41% | 3.41% | 2.38% | 14.19% | 3.74% | 5.48% |
Place in category | 377 | 377 | 391 | 187 | 367 | 183 |
% in Category | 43 | 43 | 55 | 27 | 72 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 91.27M | 3.18 | 14.01 | 7.17 | ||
UK Equity Income Fund Retail Income | 140.83M | 3.04 | 13.40 | 6.57 | ||
UK Equity Income Fund Z Accumulatio | 771.09M | -2.21 | 7.86 | 5.74 | ||
UK Equity Income Fund Z Income GBP | 689.93M | -2.20 | 7.86 | 5.75 | ||
UK Equity Income Fund Retail Accumu | 118.63M | -2.34 | 7.02 | 4.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.4B | -0.70 | 7.90 | 5.03 | ||
All Share Index Unit Trust Income | 13.4B | 3.56 | 13.74 | - | ||
VG UK Plus GBP Accumulation | 13.4B | 3.56 | 13.76 | - | ||
VG UK Institutional Plus GBP Income | 13.4B | 3.56 | 13.75 | - | ||
UK Equity Tracker Fund D Acc | 10.79B | -0.91 | 7.84 | 5.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 6.46 | 30.96 | +0.85% | |
AstraZeneca | GB0009895292 | 5.72 | 10,678.0 | -0.60% | |
Unilever | GB00B10RZP78 | 3.49 | 46.52 | +0.54% | |
GSK plc | GB00BN7SWP63 | 3.46 | 1,708.60 | +0.20% | |
BP | GB0007980591 | 3.43 | 495.70 | +0.59% |
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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