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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1094 | 1148 | 1253 | 1362 | 1772 |
Fund Return | 8.63% | 9.39% | 14.77% | 7.82% | 6.37% | 5.89% |
Place in category | 207 | 280 | 191 | 160 | 190 | 79 |
% in Category | 32 | 43 | 31 | 33 | 42 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.19B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.19B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 15.07B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 15.07B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.55B | 6.40 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 | ||
UK Equity Tracker Fund L Acc | 11.62B | 7.69 | 7.62 | 5.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.64 | 32.42 | +0.26% | |
AstraZeneca | GB0009895292 | 7.32 | 12,564.3 | +0.07% | |
HSBC | GB0005405286 | 5.46 | 693.30 | -0.19% | |
Unilever | GB00B10RZP78 | 4.22 | 51.64 | -0.15% | |
BP | GB0007980591 | 3.56 | 465.70 | +0.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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