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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1077 | 1157 | 1246 | 1361 | 1784 |
Fund Return | 3.04% | 7.72% | 15.72% | 7.62% | 6.37% | 5.96% |
Place in category | 349 | 76 | 157 | 136 | 97 | 75 |
% in Category | 75 | 14 | 35 | 30 | 24 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Retail Accumu | 116.42M | 3.04 | 7.62 | 5.95 | ||
UK Equity Income Fund Z Accumulatio | 636.93M | 3.11 | 8.46 | 6.78 | ||
UK Equity Income Fund Z Income GBP | 635.23M | 3.11 | 8.47 | 6.79 | ||
UK Equity Income Fund Institutional | 91.06M | 3.09 | 8.21 | 6.55 | ||
Fund Institutional Income GBP | 409.81K | 7.77 | 7.05 | 8.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2.11B | 6.08 | 10.16 | 7.47 | ||
TB Evenlode Income B Income | 3.15B | 7.01 | 7.24 | 8.38 | ||
UK Equity Income Fund Retail Accumu | 116.42M | 3.04 | 7.62 | 5.95 | ||
UK Equity Income Fund Z Accumulatio | 636.93M | 3.11 | 8.46 | 6.78 | ||
UK Equity Income Fund Z Income GBP | 635.23M | 3.11 | 8.47 | 6.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 8.35 | 2,821.00 | +0.93% | |
Unilever | GB00B10RZP78 | 6.11 | 54.94 | +1.22% | |
GSK plc | GB00BN7SWP63 | 4.93 | 1,479.50 | +0.89% | |
Pearson | GB0006776081 | 4.90 | 1,350.00 | -0.85% | |
RS PLC | GB0003096442 | 3.68 | 609.50 | -0.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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