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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1006 | 1134 | 1172 | 1179 | 1651 |
Fund Return | 7.74% | 0.6% | 13.41% | 5.43% | 3.35% | 5.14% |
Place in category | 521 | 94 | 494 | 402 | 389 | 247 |
% in Category | 87 | 12 | 80 | 77 | 86 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec American S Acc Net GBP | 679.16M | 11.13 | 8.03 | 16.36 | ||
Investec American B Acc Net GBP | 680.42M | 9.86 | 6.69 | 14.89 | ||
Investec American Fund Net R GBP Ac | 679.16M | 10.11 | 6.95 | 15.18 | ||
Investec American I Acc Net GBP | 679.16M | 10.36 | 7.22 | 15.47 | ||
Investec UK Special Situations Fund | 444.86M | 19.28 | 15.09 | 7.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.69B | 11.13 | 7.80 | 6.10 | ||
All Share Index Unit Trust Income | 14.79B | 11.14 | 7.78 | 6.09 | ||
VG UK Plus GBP Accumulation | 14.79B | 11.14 | 7.80 | 6.12 | ||
VG UK Institutional Plus GBP Income | 14.79B | 11.15 | 7.79 | 6.11 | ||
UK Equity Tracker Fund D Acc | 11.63B | 10.48 | 8.11 | 6.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diageo | GB0002374006 | 5.93 | 2,516.5 | +0.40% | |
Reckitt Benckiser | GB00B24CGK77 | 5.58 | 4,858.0 | +0.27% | |
Lloyds Banking | GB0008706128 | 5.39 | 55.36 | +0.04% | |
Unilever | GB00B10RZP78 | 5.23 | 54.18 | +0.04% | |
BP | GB0007980591 | 5.16 | 421.60 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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