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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1033 | 1113 | 1112 | 1156 | 1640 |
Fund Return | 6.34% | 3.3% | 11.26% | 3.61% | 2.93% | 5.07% |
Place in category | 565 | 175 | 510 | 464 | 424 | 276 |
% in Category | 92 | 21 | 81 | 86 | 92 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec American Fund Net R GBP Ac | 694.69M | 2.06 | 5.66 | 15.18 | ||
Investec American I Acc Net GBP | 694.69M | 4.56 | 6.20 | 15.55 | ||
Investec American S Acc Net GBP | 694.69M | 5.22 | 7.01 | 16.44 | ||
Investec American B Acc Net GBP | 694.69M | 5.17 | 13.65 | 16.01 | ||
Investec UK Special Situations Fund | 448.59M | 19.95 | 12.43 | 7.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.45B | 8.44 | 6.12 | 6.19 | ||
All Share Index Unit Trust Income | 14.45B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.45B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.45B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.31B | 7.77 | 6.38 | 6.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diageo | GB0002374006 | 5.57 | 2,376.0 | +1.11% | |
Lloyds Banking | GB0008706128 | 5.38 | 54.25 | -1.40% | |
BP | GB0007980591 | 5.37 | 389.45 | +0.22% | |
Unilever | GB00B10RZP78 | 4.95 | 55.58 | +1.87% | |
Reckitt Benckiser | GB00B24CGK77 | 4.24 | 4,859.0 | +2.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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