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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 979 | 1047 | 1027 | 1106 | 1502 |
Fund Return | 4.66% | -2.13% | 4.66% | 0.88% | 2.03% | 4.15% |
Place in category | 1116 | 1348 | 1116 | 635 | 767 | 248 |
% in Category | 82 | 92 | 82 | 54 | 72 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fund Class B Income Shares | 479.19M | 2.17 | 2.75 | 3.73 | ||
Fund Class C Income Shares | 479.19M | 2.16 | 2.95 | 3.95 | ||
Premier Monthly Income C Acc | 415.89M | 4.04 | 7.84 | 4.56 | ||
Premier Monthly Income Fund Class C | 415.89M | 9.93 | 6.16 | 4.47 | ||
Monthly Income Fund C Acc | 268.32M | 3.09 | 0.19 | 3.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.77B | 2.59 | 4.90 | 6.35 | ||
LifeStrategy 60 Equity Fund A Inc | 15.77B | 2.59 | 4.90 | 6.37 | ||
Balanced Portfolio Accumulation C | 5.43B | 1.74 | 6.00 | 6.97 | ||
Balanced Portfolio Income C | 5.43B | 1.73 | 5.56 | 6.84 | ||
Portfolio Retail X Accumulationx | 5.43B | 1.70 | 5.74 | 6.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jupiter UK Multi Cap Income W GBP Inc | GB00BRC7L374 | 4.73 | - | - | |
Allianz UK Listed Eq Income E Inc | GB00BMH6XK58 | 4.61 | - | - | |
Franklin UK Equity Income Fund W inc | GB00B7MKLS14 | 4.51 | 1.69 | -0.30% | |
VT Downing Small & Mid-Cap Income Inc | GB00B625QM82 | 3.81 | - | - | |
BNY Mellon Em Mkts Dbt Ttl Ret GBP EIncH | IE00BD9PYF99 | 3.10 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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