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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 978 | 1027 | 1016 | 1246 | 1315 | 1711 |
Fund Return | -2.24% | 2.68% | 1.55% | 7.61% | 5.63% | 5.51% |
Place in category | 362 | 309 | 157 | 153 | 59 | 39 |
% in Category | 72 | 60 | 31 | 34 | 18 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Retail Income | 143.91M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 121.2M | 6.79 | 6.63 | 5.66 | ||
UK Equity Income Fund Z Accumulatio | 723.55M | 7.14 | 7.47 | 6.49 | ||
UK Equity Income Fund Z Income GBP | 686.74M | 7.14 | 7.47 | 6.51 | ||
TE Institutional Accumulation GBP | 176.12M | 5.50 | 7.78 | 9.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.93B | 8.85 | 7.89 | 6.66 | ||
TB Evenlode Income B Income | 3.26B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Retail Income | 143.91M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Income GBP | 686.74M | 7.14 | 7.47 | 6.51 | ||
UK Equity Income Fund Retail Accumu | 121.2M | 6.79 | 6.63 | 5.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 6.91 | 1,982.50 | +0.13% | |
GSK plc | GB00BN7SWP63 | 5.66 | 1,617.00 | -0.25% | |
HSBC | GB0005405286 | 4.87 | 675.80 | -2.57% | |
Unilever | GB00B10RZP78 | 4.70 | 51.62 | -0.23% | |
Pearson | GB0006776081 | 4.41 | 952.60 | -0.15% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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