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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1087 | 988 | 1087 | 1230 | 1253 | 1704 |
Fund Return | 8.73% | -1.24% | 8.73% | 7.15% | 4.61% | 5.47% |
Place in category | 183 | 196 | 183 | 94 | 118 | 97 |
% in Category | 44 | 46 | 44 | 21 | 31 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CF Canlife Global Equity Fund C Acc | 14.89M | 19.15 | 8.69 | 11.66 | ||
CF Canlife Portfolio V Fund C Acc | 159.1M | 7.98 | 3.02 | 5.61 | ||
CF Canlife North American Fund C Ac | 19.09M | 22.58 | 10.14 | 13.82 | ||
CF Canlife Portfolio III Fund C Acc | 39.39M | 3.55 | -0.39 | 2.81 | ||
CF Canlife Portfolio III Fund C Inc | 1.42M | 3.55 | -0.39 | 2.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2.14B | 15.12 | 8.26 | 7.20 | ||
TB Evenlode Income B Income | 3.15B | 3.46 | 3.21 | 8.17 | ||
UK Equity Income Fund Institutional | 93.52M | 3.09 | 8.21 | 6.55 | ||
UK Equity Income Fund Retail Accumu | 120.28M | 11.26 | 5.76 | 6.04 | ||
UK Equity Income Fund Retail Income | 141.19M | 3.04 | 7.62 | 5.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 8.32 | 11,964.0 | +1.37% | |
Shell | GB00BP6MXD84 | 8.07 | 31.96 | -1.81% | |
Unilever | GB00B10RZP78 | 6.76 | 53.84 | -5.51% | |
HSBC | GB0005405286 | 3.85 | 875.90 | -0.66% | |
National Grid | GB00BDR05C01 | 3.75 | 962.00 | +0.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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