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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 982 | 1065 | 1159 | 1211 | 1869 |
Fund Return | 6.5% | -1.8% | 6.5% | 5.05% | 3.89% | 6.45% |
Place in category | 279 | 274 | 279 | 176 | 171 | 42 |
% in Category | 64 | 62 | 64 | 44 | 44 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin UK Equity Income Fund W in | 277.15M | 5.38 | 4.68 | 6.34 | ||
GB00B7BXT545 | 198.01M | -0.80 | -4.49 | 4.71 | ||
UK Rising Dividends Fund W acc | 178.3M | 6.65 | 4.57 | 7.00 | ||
UK Rising Dividends Fund W inc | 53.03M | 6.67 | 4.57 | 6.98 | ||
Franklin UK Managers Focus Fund S a | 20.4M | 7.56 | -0.24 | 5.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2.07B | 15.12 | 8.26 | 7.20 | ||
TB Evenlode Income B Income | 3.02B | 3.46 | 3.21 | 8.17 | ||
UK Equity Income Fund Institutional | 90.23M | 11.88 | 6.34 | 6.64 | ||
UK Equity Income Fund Retail Accumu | 117.76M | 11.26 | 5.76 | 6.04 | ||
UK Equity Income Fund Retail Income | 137.51M | 11.27 | 5.76 | 6.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Unilever | GB00B10RZP78 | 5.05 | 53.96 | -0.92% | |
Shell | GB00BP6MXD84 | 4.96 | 31.29 | -2.19% | |
BP | GB0007980591 | 4.40 | 419.85 | -0.92% | |
AstraZeneca | GB0009895292 | 4.21 | 11,050.0 | +0.04% | |
British American Tobacco | GB0002875804 | 4.15 | 3,008.0 | +0.37% |
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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