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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1078 | 1089 | 1256 | 1301 | 1761 |
Fund Return | 6.77% | 7.82% | 8.92% | 7.9% | 5.4% | 5.82% |
Place in category | 196 | 198 | 183 | 135 | 159 | 105 |
% in Category | 30 | 33 | 25 | 28 | 37 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BPFJD412 | 13.08B | 8.59 | 11.16 | - | ||
North American Equity Tracker Fundd | 13.08B | 8.59 | 11.16 | 15.09 | ||
North American Equity Tracker Fundx | 13.08B | 8.61 | 11.23 | 15.17 | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 | ||
UK Equity Tracker Fund L Acc | 11.62B | 6.06 | 7.69 | 5.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.23B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 14.23B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.23B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.23B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.28 | 34.35 | +0.04% | |
AstraZeneca | GB0009895292 | 6.74 | 12,378.0 | +0.49% | |
HSBC | GB0005405286 | 5.05 | 707.20 | +1.14% | |
Unilever | GB00B10RZP78 | 4.21 | 50.20 | +0.04% | |
BP | GB0007980591 | 3.53 | 508.60 | +0.71% |
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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