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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 986 | 1091 | 1179 | 1279 | 1868 |
Fund Return | 9.05% | -1.37% | 9.05% | 5.65% | 5.04% | 6.45% |
Place in category | 315 | 418 | 315 | 254 | 112 | 51 |
% in Category | 51 | 69 | 51 | 48 | 26 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGD | 7.66B | 2.42 | 10.66 | 11.01 | ||
Dimensional Global Core Equity FuGA | 7.66B | 2.42 | 10.66 | 11.01 | ||
Global Sustainability Core EquityGA | 1.65B | 2.08 | 11.31 | 11.62 | ||
Global Sustainability Core EquityGD | 927.18M | 2.07 | 11.32 | 11.62 | ||
Dimensional World Allocation 60 40A | 3.65B | 1.51 | 6.12 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.76B | 6.89 | 8.27 | 6.15 | ||
All Share Index Unit Trust Income | 14.76B | 9.33 | 5.75 | 6.09 | ||
VG UK Plus GBP Accumulation | 14.76B | 9.34 | 5.76 | 6.12 | ||
VG UK Institutional Plus GBP Income | 14.76B | 9.34 | 5.75 | 6.11 | ||
UK Equity Tracker Fund D Acc | 12.42B | 6.05 | 8.74 | 6.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.99 | 33.41 | -1.12% | |
Unilever | GB00B10RZP78 | 3.83 | 55.48 | +0.36% | |
HSBC | GB0005405286 | 3.78 | 883.00 | +0.66% | |
BP | GB0007980591 | 3.21 | 433.10 | +0.02% | |
AstraZeneca ADR | US0463531089 | 2.46 | 72.22 | -0.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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