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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 987 | 1029 | 1001 | 1243 | 1294 | 1668 |
Fund Return | -1.33% | 2.86% | 0.15% | 7.51% | 5.28% | 5.25% |
Place in category | 496 | 512 | 401 | 236 | 100 | 56 |
% in Category | 75 | 79 | 64 | 49 | 23 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.42B | 5.68 | 7.96 | 11.19 | ||
Dimensional Global Core Equity FuGD | 6.42B | 5.67 | 7.95 | 11.19 | ||
Global Sustainability Core EquityGD | 4.22B | 9.35 | 10.36 | 11.95 | ||
Global Sustainability Core EquityGA | 4.22B | 9.36 | 10.37 | 11.95 | ||
Dimensional World Allocation 60 40A | 3.02B | 3.46 | 3.75 | 6.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.23B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 14.23B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.23B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.23B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.27 | 33.16 | +0.78% | |
BP | GB0007980591 | 4.12 | 493.45 | +0.44% | |
HSBC | GB0005405286 | 3.91 | 696.30 | -0.09% | |
AstraZeneca ADR | US0463531089 | 3.07 | 76.90 | -0.18% | |
BP ADR | US0556221044 | 2.72 | 37.49 | +1.04% |
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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