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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1027 | 1043 | 1142 | 1196 | 1704 |
Fund Return | 2.74% | 2.74% | 4.29% | 4.51% | 3.65% | 5.47% |
Place in category | 482 | 482 | 555 | 430 | 375 | 162 |
% in Category | 75 | 75 | 94 | 83 | 86 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Income | 48.75M | 4.38 | 9.60 | 10.74 | ||
Income Fund Institutional W Accumul | 755.74M | 4.42 | 9.76 | 10.94 | ||
Income Fund Institutional W Income | 1.04B | 4.42 | 9.77 | 10.94 | ||
Income Fund B Accumulation | 15.92M | 4.38 | 9.60 | 10.73 | ||
Income Fund Sterling Accumulation | 5.98M | 4.22 | 8.88 | 10.04 |
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 L Acc | 11.62B | 6.06 | 7.69 | 5.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.08 | 32.96 | +0.12% | |
AstraZeneca | GB0009895292 | 8.06 | 12,364.0 | +2.22% | |
Unilever | GB00B10RZP78 | 5.35 | 50.10 | -0.04% | |
Relx | GB00B2B0DG97 | 5.13 | 3,465.00 | -0.03% | |
Diageo | GB0002374006 | 3.80 | 2,751.5 | -1.52% |
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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