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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1081 | 1097 | 1259 | 1339 | 1831 |
Fund Return | 7.29% | 8.09% | 9.68% | 7.99% | 6.01% | 6.24% |
Place in category | 115 | 166 | 99 | 120 | 44 | 47 |
% in Category | 14 | 28 | 14 | 27 | 9 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.52B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund C Net Acc | 3.52B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.52B | 6.31 | 8.28 | 12.39 | ||
JPM US Equity Income Fund B Net Acc | 3.52B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.52B | 6.18 | 7.88 | 12.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.22B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 14.22B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.22B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.22B | -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 | 7.24 | 32.92 | +0.06% | |
AstraZeneca | GB0009895292 | 6.58 | 12,096.0 | -0.12% | |
HSBC | GB0005405286 | 5.34 | 695.60 | -0.20% | |
Unilever | GB00B10RZP78 | 3.73 | 50.12 | -0.60% | |
BP | GB0007980591 | 3.62 | 491.25 | -0.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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