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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 975 | 1067 | 1143 | 1251 | 1964 |
Fund Return | 6.67% | -2.55% | 6.67% | 4.57% | 4.57% | 6.98% |
Place in category | 477 | 540 | 477 | 343 | 229 | 31 |
% in Category | 81 | 88 | 81 | 69 | 49 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin UK Equity Income Fund W ac | 449.59M | 6.50 | 5.05 | 6.45 | ||
Franklin UK Equity Income Fund W in | 277.15M | 5.38 | 4.68 | 6.34 | ||
GB00B7BXT545 | 198.01M | -0.80 | -4.49 | 4.71 | ||
UK Rising Dividends Fund W acc | 178.3M | 6.65 | 4.57 | 7.00 | ||
Franklin UK Managers Focus Fund S a | 20.4M | 7.56 | -0.24 | 5.88 |
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 % | |
---|---|---|---|---|---|
Unilever | GB00B10RZP78 | 5.65 | 53.96 | -0.92% | |
Shell | GB00BP6MXD84 | 4.88 | 31.29 | -2.19% | |
Relx | GB00B2B0DG97 | 4.77 | 3,928.00 | -1.31% | |
British American Tobacco | GB0002875804 | 4.46 | 3,008.0 | +0.37% | |
Diageo | GB0002374006 | 4.24 | 2,503.5 | +4.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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