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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1059 | 1130 | 1168 | 1257 | 1711 |
Fund Return | 4.64% | 5.9% | 12.98% | 5.31% | 4.68% | 5.52% |
Place in category | 201 | 192 | 255 | 255 | 216 | 109 |
% in Category | 39 | 41 | 57 | 61 | 56 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.21B | 1.61 | 7.99 | 6.83 | ||
International Index Tracking Fund 2 | 909.09M | 0.53 | 12.05 | 11.82 | ||
International Index Tracking Fund 1 | 909.09M | 19.84 | 8.41 | 11.86 | ||
UK Equity Income Fund 2 GBP Acc | 735.51M | 6.09 | 6.65 | 5.62 | ||
UK Equity Income Fund 2 GBP Inc | 735.51M | 7.41 | 3.20 | 5.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2.03B | 6.61 | 10.97 | 7.28 | ||
TB Evenlode Income B Income | 3.01B | 3.59 | 6.59 | 7.84 | ||
UK Equity Income Fund Institutional | 87.26M | 3.09 | 8.21 | 6.55 | ||
UK Equity Income Fund Retail Income | 132.23M | 3.04 | 7.62 | 5.96 | ||
UK Equity Income Fund Retail Accumu | 112.38M | 1.63 | 8.03 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.31 | 32.87 | +0.15% | |
Unilever | GB00B10RZP78 | 6.25 | 53.86 | -0.99% | |
National Grid | GB00BDR05C01 | 5.32 | 967.20 | -1.49% | |
AstraZeneca | GB0009895292 | 4.90 | 11,452.0 | -1.34% | |
Lloyds Banking | GB0008706128 | 4.71 | 72.36 | +2.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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