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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1059 | 1084 | 1213 | 996 | 1208 |
Fund Return | 4.22% | 5.87% | 8.39% | 6.64% | -0.09% | 1.91% |
Place in category | 308 | 277 | 205 | 181 | 382 | 263 |
% in Category | 64 | 58 | 43 | 40 | 97 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Acc | 2.41B | 5.71 | 7.14 | 2.05 | ||
Invesco Perpetual High Income Z Acc | 2.41B | 5.80 | 7.41 | 2.30 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 4.31 | 6.91 | 2.17 | ||
Invesco Perpetual Asian No Trail Ac | 2.23B | 5.82 | 1.08 | 10.23 | ||
Invesco Perpetual Asian No Trail In | 2.23B | 5.82 | 1.08 | 10.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.95B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.24B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 94.91M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.44M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 122.31M | 1.44 | 5.44 | 5.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Next | GB0032089863 | 5.30 | 9,390.0 | +0.56% | |
TotalEnergies SE | FR0000120271 | 5.25 | 66.89 | -0.18% | |
Barclays | GB0031348658 | 5.23 | 221.90 | +0.86% | |
BP | GB0007980591 | 4.90 | 490.35 | +0.45% | |
Relx | GB00B2B0DG97 | 4.35 | 3,435.00 | +0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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