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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 1045 | 1026 | 1131 | 1175 | 1480 |
Fund Return | -0.45% | 4.54% | 2.56% | 4.18% | 3.27% | 4% |
Place in category | 164 | 109 | 113 | 461 | 389 | 245 |
% in Category | 20 | 15 | 14 | 86 | 87 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 95.6M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.64M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 765.54M | 1.50 | 7.38 | 6.41 | ||
UK Equity Income Fund Z Income GBP | 710.55M | 1.50 | 7.39 | 6.42 | ||
UK Equity Income Fund Retail Accumu | 122.59M | 1.44 | 5.44 | 5.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.26B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 14.26B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.26B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.26B | -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 | 7.04 | 33.12 | -0.54% | |
AstraZeneca | GB0009895292 | 5.30 | 12,166.0 | -0.05% | |
Relx | GB00B2B0DG97 | 5.04 | 3,455.00 | -0.20% | |
Unilever | GB00B10RZP78 | 4.01 | 49.87 | +0.40% | |
GSK plc | GB00BN7SWP63 | 3.81 | 1,783.50 | -1.60% |
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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