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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1060 | 1132 | 1174 | 1269 | 1743 |
Fund Return | 4.65% | 5.96% | 13.19% | 5.5% | 4.87% | 5.71% |
Place in category | 202 | 193 | 250 | 247 | 207 | 89 |
% in Category | 41 | 43 | 58 | 60 | 56 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.26B | 3.93 | 8.35 | 7.32 | ||
International Index Tracking Fund 2 | 959.81M | 4.63 | 12.75 | 12.51 | ||
International Index Tracking Fund 1 | 959.81M | 19.84 | 8.41 | 11.86 | ||
UK Equity Income Fund 1 GBP Inc | 753.35M | 4.64 | 5.31 | 5.52 | ||
UK Equity Income Fund 2 GBP Inc | 753.35M | 7.41 | 3.20 | 5.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2.11B | 6.08 | 10.16 | 7.47 | ||
TB Evenlode Income B Income | 3.15B | 7.01 | 7.24 | 8.38 | ||
UK Equity Income Fund Z Income GBP | 635.16M | 3.11 | 8.47 | 6.79 | ||
UK Equity Income Fund Retail Accumu | 2.92B | 3.04 | 7.62 | 5.95 | ||
UK Equity Income Fund Z Accumulatio | 637.57M | 3.11 | 8.46 | 6.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.70 | 32.41 | +0.78% | |
Unilever | GB00B10RZP78 | 6.25 | 53.90 | +0.75% | |
AstraZeneca | GB0009895292 | 5.35 | 12,018.0 | +1.14% | |
Lloyds Banking | GB0008706128 | 5.31 | 71.72 | -0.06% | |
National Grid | GB00BDR05C01 | 5.05 | 966.40 | -1.17% |
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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