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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1087 | 1143 | 1251 | 1376 | 1787 |
Fund Return | 7.74% | 8.72% | 14.33% | 7.75% | 6.59% | 5.98% |
Place in category | 370 | 390 | 257 | 175 | 111 | 65 |
% in Category | 61 | 65 | 42 | 36 | 25 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BPFJD412 | 13.08B | 9.45 | 12.02 | - | ||
North American Equity Tracker Fundd | 13.08B | 9.45 | 12.01 | 14.85 | ||
North American Equity Tracker Fundx | 13.08B | 9.47 | 12.08 | 14.93 | ||
UK Equity Tracker Fund D Acc | 11.62B | 7.72 | 7.71 | 5.92 | ||
UK Equity Tracker Fund L Acc | 11.62B | 7.69 | 7.62 | 5.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.94B | 8.63 | 7.82 | 5.89 | ||
All Share Index Unit Trust Income | 13.94B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.94B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.94B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 7.72 | 7.71 | 5.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.65 | 32.35 | +0.03% | |
AstraZeneca | GB0009895292 | 7.33 | 12,596.0 | +0.32% | |
HSBC | GB0005405286 | 5.47 | 696.90 | +0.33% | |
Unilever | GB00B10RZP78 | 4.22 | 51.64 | -0.15% | |
BP | GB0007980591 | 3.57 | 463.90 | +0.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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