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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1090 | 1078 | 1331 | 1308 | 1590 |
Fund Return | 6.8% | 9.04% | 7.84% | 10.01% | 5.52% | 4.75% |
Place in category | 94 | 65 | 228 | 24 | 96 | 137 |
% in Category | 19 | 14 | 49 | 5 | 29 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.08B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.08B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.79B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.79B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.23B | 6.40 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.95B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.24B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 94.91M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.44M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 122.31M | 1.44 | 5.44 | 5.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Glencore | JE00B4T3BW64 | 5.16 | 479.40 | -0.28% | |
Shell | GB00BP6MXD84 | 5.08 | 33.42 | +0.66% | |
Rio Tinto PLC | GB0007188757 | 4.84 | 5,435.0 | -0.75% | |
BP | GB0007980591 | 4.82 | 490.65 | +0.51% | |
Unilever | GB00B10RZP78 | 4.76 | 50.46 | +0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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