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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1040 | 1142 | 1208 | 1352 | 2068 |
Fund Return | 9.45% | 4.01% | 14.22% | 6.49% | 6.21% | 7.54% |
Place in category | 371 | 71 | 146 | 322 | 63 | 26 |
% in Category | 62 | 10 | 23 | 64 | 13 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin UK Equity Income Fund W ac | 499.41M | 8.45 | 7.27 | 6.93 | ||
Franklin UK Equity Income Fund W in | 298.42M | 8.43 | 7.26 | 6.92 | ||
GB00B7BXT545 | 219.03M | 6.70 | -1.73 | 6.05 | ||
Franklin UK Managers Focus Fund S a | 20.9M | -1.26 | 2.58 | 5.07 | ||
UK Rising Dividends Fund W inc | 53.73M | -0.73 | 8.16 | 6.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.21B | 10.25 | 7.35 | 6.29 | ||
All Share Index Unit Trust Income | 14.21B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.21B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.21B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.31B | 9.38 | 7.36 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Unilever | GB00B10RZP78 | 5.76 | 56.30 | -0.07% | |
Shell | GB00BP6MXD84 | 4.60 | 31.41 | +0.64% | |
Relx | GB00B2B0DG97 | 4.44 | 3,654.00 | +1.02% | |
British American Tobacco | GB0002875804 | 4.20 | 2,721.0 | +0.82% | |
National Grid | GB00BDR05C01 | 4.17 | 991.40 | +0.83% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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