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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1076 | 977 | 1076 | 993 | 1119 | 1770 |
Fund Return | 7.56% | -2.35% | 7.56% | -0.24% | 2.28% | 5.88% |
Place in category | 174 | 263 | 174 | 195 | 173 | 97 |
% in Category | 50 | 70 | 50 | 61 | 60 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin UK Equity Income Fund W ac | 449.59M | 6.50 | 5.05 | 6.45 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artemis UK Select Fund G Inc GBP | 791.2M | 25.65 | 10.73 | - | ||
Artemis UK Select Fund R Acc | 220.18M | 24.36 | 9.61 | 8.79 | ||
Artemis UK Select Fund I Acc | 1.84B | 25.30 | 10.43 | 9.63 | ||
Artemis UK Select Fund I Inc GBP | 192.98M | 25.31 | 10.43 | 9.44 | ||
Fidelity Special Situations | 246.24M | 15.54 | 6.38 | 6.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Unilever | GB00B10RZP78 | 5.21 | 54.64 | +1.26% | |
Shell | GB00BP6MXD84 | 5.05 | 31.23 | -0.18% | |
AstraZeneca | GB0009895292 | 4.53 | 11,092.3 | +0.38% | |
BP | GB0007980591 | 4.40 | 421.25 | +0.35% | |
Relx | GB00B2B0DG97 | 3.63 | 3,887.00 | -1.04% |
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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