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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1069 | 1117 | 1290 | 1314 | 1811 |
Fund Return | 5.98% | 6.86% | 11.66% | 8.86% | 5.61% | 6.12% |
Place in category | 184 | 209 | 61 | 52 | 83 | 50 |
% in Category | 38 | 42 | 13 | 11 | 24 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Royal London FTSE 350 Tracker Fund | 6.51B | 6.17 | 8.20 | 5.99 | ||
Royal London FTSE 350 Tracker Z Fun | 6.51B | 6.15 | 8.07 | 5.92 | ||
Royal London European Growth Fund C | 2.46B | 4.32 | 7.48 | 8.06 | ||
Royal London UK Equity Income Fund | 1.21B | 6.17 | 9.31 | 6.75 | ||
Royal London UK Equity Income M | 1.21B | 6.12 | 9.31 | 6.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.96B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.24B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 94.89M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.35M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 122M | 1.44 | 5.44 | 5.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.30 | 32.80 | -0.15% | |
AstraZeneca | GB0009895292 | 5.58 | 12,028.0 | -2.18% | |
Relx | GB00B2B0DG97 | 3.88 | 3,426.00 | -2.67% | |
3I Group | GB00B1YW4409 | 3.76 | 2,922.00 | -0.95% | |
BP | GB0007980591 | 3.53 | 487.00 | +0.83% |
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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