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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1053 | 1198 | 1248 | 1374 | 2577 |
Fund Return | 13.94% | 5.27% | 19.78% | 7.65% | 6.56% | 9.93% |
Place in category | 13 | 16 | 37 | 138 | 130 | 62 |
% in Category | 14 | 22 | 16 | 78 | 71 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.19B | 10.80 | 5.33 | 7.23 | ||
International Index Tracking Fund 2 | 928.85M | 15.42 | 8.82 | 12.20 | ||
International Index Tracking Fund 1 | 928.85M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 1 GBP Inc | 720.64M | 0.19 | 5.44 | 4.80 | ||
UK Equity Income Fund 2 GBP Inc | 720.64M | 0.22 | 5.64 | 4.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Inc | 3.33B | 12.73 | 7.66 | 11.46 | ||
JPM US Equity Income Fund C Net Acc | 3.33B | 13.06 | 8.05 | 11.83 | ||
JPM US Equity Income Fund C Net Inc | 3.33B | 13.06 | 8.05 | 11.83 | ||
JPM US Equity Income Fund B Net Acc | 3.33B | 8.13 | 6.78 | 11.30 | ||
JPM US Equity Income Fund X Net Acc | 3.33B | 9.00 | 7.95 | 12.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Oracle | US68389X1054 | 4.77 | 192.43 | +0.88% | |
Williams | US9694571004 | 3.92 | 59.74 | +1.77% | |
Progressive | US7433151039 | 3.89 | 263.44 | +2.50% | |
Unilever ADR | US9047677045 | 3.54 | 57.63 | +0.14% | |
Kinder Morgan | US49456B1017 | 3.52 | 28.54 | +1.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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