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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1022 | 1047 | 1071 | 1137 | 1641 |
Fund Return | 1.74% | 2.22% | 4.68% | 2.32% | 2.6% | 5.07% |
Place in category | 590 | 586 | 489 | 472 | 406 | 210 |
% in Category | 94 | 94 | 82 | 87 | 91 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec American B Acc Net GBP | 585.22M | 5.17 | 13.65 | 16.01 | ||
Investec American Fund Net R GBP Ac | 585.22M | 4.36 | 9.84 | 16.21 | ||
Investec American I Acc Net GBP | 585.22M | 4.45 | 10.12 | 16.51 | ||
Investec American S Acc Net GBP | 585.22M | 4.71 | 10.95 | 17.40 | ||
Investec UK Alpha Fund J GBP Acc | 408.19M | -1.38 | 3.52 | 4.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.98B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 13.98B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.98B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.98B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BP | GB0007980591 | 6.28 | 488.15 | +0.60% | |
Diageo | GB0002374006 | 6.07 | 2,630.5 | +1.10% | |
Shell | GB00BP6MXD84 | 5.39 | 33.21 | +0.70% | |
Unilever | GB00B10RZP78 | 4.99 | 50.16 | +0.24% | |
Lloyds Banking | GB0008706128 | 4.37 | 55.52 | -0.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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