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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1087 | 1143 | 1251 | 1375 | 1787 |
Fund Return | 7.73% | 8.72% | 14.32% | 7.75% | 6.58% | 5.98% |
Place in category | 388 | 400 | 269 | 181 | 119 | 66 |
% in Category | 66 | 68 | 45 | 38 | 28 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
North American Equity Tracker Fundd | 13.49B | 9.45 | 12.01 | 14.85 | ||
North American Equity Tracker Fundx | 13.49B | 9.47 | 12.08 | 14.93 | ||
GB00BPFJD412 | 13.08B | 9.45 | 12.02 | - | ||
UK Equity Tracker Fund D Acc | 11.86B | 7.72 | 7.71 | 5.92 | ||
UK Equity Tracker Fund L Acc | 11.86B | 7.69 | 7.62 | 5.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.81B | 8.63 | 7.82 | 5.89 | ||
All Share Index Unit Trust Income | 13.81B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.81B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.81B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.86B | 7.72 | 7.71 | 5.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.65 | 32.40 | -0.61% | |
AstraZeneca | GB0009895292 | 7.33 | 12,392.0 | -0.59% | |
HSBC | GB0005405286 | 5.47 | 673.20 | -1.26% | |
Unilever | GB00B10RZP78 | 4.22 | 52.34 | +0.65% | |
BP | GB0007980591 | 3.57 | 460.00 | -1.05% |
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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