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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 973 | 1141 | 1171 | 1247 | 1754 |
Fund Return | 8.55% | -2.67% | 14.07% | 5.41% | 4.51% | 5.78% |
Place in category | 299 | 330 | 270 | 296 | 209 | 80 |
% in Category | 64 | 69 | 62 | 66 | 56 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.2B | 15.93 | 6.18 | 7.16 | ||
International Index Tracking Fund 1 | 929.58M | 20.37 | 9.50 | 11.83 | ||
International Index Tracking Fund 2 | 929.58M | 20.57 | 9.71 | 12.18 | ||
UK Equity Income Fund 1 GBP Inc | 715.77M | 8.37 | 5.21 | 5.58 | ||
UK Equity Income Fund 2 GBP Acc | 715.77M | 8.55 | 5.41 | 5.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2B | 15.57 | 10.25 | 7.09 | ||
TB Evenlode Income B Income | 3.09B | 5.05 | 5.00 | 8.26 | ||
UK Equity Income Fund Institutional | 89.78M | 12.34 | 7.85 | 6.66 | ||
UK Equity Income Fund Retail Accumu | 116.43M | 11.76 | 7.26 | 6.05 | ||
UK Equity Income Fund Retail Income | 136.13M | 11.77 | 7.27 | 6.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.10 | 29.17 | -0.09% | |
Unilever | GB00B10RZP78 | 5.87 | 54.94 | -0.18% | |
National Grid | GB00BDR05C01 | 5.68 | 934.40 | +0.63% | |
HSBC | GB0005405286 | 4.03 | 765.90 | +0.67% | |
AstraZeneca | GB0009895292 | 3.86 | 10,424.0 | +1.64% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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