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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1050 | 1087 | 1318 | 1262 | 1705 |
Fund Return | 3% | 4.99% | 8.65% | 9.64% | 4.76% | 5.48% |
Place in category | 382 | 352 | 188 | 38 | 166 | 89 |
% in Category | 79 | 72 | 39 | 8 | 45 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schroder Global Equity Fund I Acc | 1.65B | 7.06 | 11.71 | 13.08 | ||
Schroder Global Equity Fund I Inc | 1.65B | 7.04 | 11.70 | 13.07 | ||
Schroder Asian Income Z Acc | 1.35B | 3.93 | 2.15 | 8.61 | ||
Schroder Asian Income Z Inc | 1.35B | 3.93 | 2.16 | 8.62 | ||
Alpha Plus Fund L GBP Accumulation | 1.32B | -0.52 | -5.45 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.99B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.33B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 95.02M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 145.73M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 761.66M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC | GB0005405286 | 3.51 | 696.00 | +0.74% | |
British American Tobacco | GB0002875804 | 3.04 | 2,433.0 | +1.33% | |
British Land Company | GB0001367019 | 3.02 | 407.60 | -1.83% | |
Shell | GB00BP6MXD84 | 2.93 | 34.41 | +1.31% | |
Aviva | GB00BPQY8M80 | 2.85 | 490.30 | +0.35% |
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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