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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 999 | 1089 | 1161 | 1240 | 1604 |
Fund Return | 8.89% | -0.08% | 8.89% | 5.11% | 4.39% | 4.84% |
Place in category | 345 | 140 | 345 | 316 | 260 | 267 |
% in Category | 55 | 17 | 55 | 61 | 56 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smaller Companies Fund C Acc | 138.68M | -2.41 | -7.49 | 7.08 | ||
Smaller Companies Fund A Acc | 138.68M | -2.65 | -7.72 | 6.81 | ||
Smaller Companies Fund B Acc | 138.68M | -3.14 | -8.18 | 6.27 | ||
Lazard UK Omega Fund A Acc | 37.32M | 9.44 | 5.63 | 5.37 | ||
Lazard UK Omega Fund A Dist | 37.32M | 9.44 | 5.64 | 5.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.98B | 9.33 | 5.76 | 6.10 | ||
All Share Index Unit Trust Income | 14.98B | 9.33 | 5.75 | 6.09 | ||
VG UK Plus GBP Accumulation | 14.98B | 9.34 | 5.76 | 6.12 | ||
VG UK Institutional Plus GBP Income | 14.98B | 9.34 | 5.75 | 6.11 | ||
UK Equity Tracker Fund D Acc | 11.63B | 9.28 | 6.08 | 6.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.41 | 31.29 | -2.19% | |
Unilever | GB00B10RZP78 | 7.13 | 53.96 | -0.92% | |
AstraZeneca | GB0009895292 | 6.54 | 11,050.0 | +0.04% | |
HSBC | GB0005405286 | 5.34 | 818.00 | -1.36% | |
Relx | GB00B2B0DG97 | 4.38 | 3,928.00 | -1.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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