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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1014 | 1040 | 1236 | 1279 | 1887 |
Fund Return | 1.39% | 1.39% | 3.98% | 7.32% | 5.04% | 6.56% |
Place in category | 383 | 383 | 413 | 156 | 157 | 22 |
% in Category | 75 | 75 | 85 | 35 | 42 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin UK Equity Income Fund W ac | 531.73M | 1.41 | 7.33 | 6.56 | ||
GB00B7BXT545 | 242.29M | 1.63 | 0.19 | 4.88 | ||
Franklin UK Managers Focus Fund S a | 22.41M | -1.26 | 2.58 | 5.07 | ||
Franklin UK Managers Focus Fund W a | 72.62M | 3.71 | 2.63 | 5.66 | ||
UK Rising Dividends Fund W acc | 182.67M | 2.43 | 7.25 | 7.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.91B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.33B | 0.66 | 7.02 | 8.54 | ||
UK Equity Income Fund Institutional | 89.61M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 138.53M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 116.27M | 1.30 | 6.55 | 5.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 5.21 | 34.02 | -0.09% | |
Unilever | GB00B10RZP78 | 5.01 | 48.06 | -0.39% | |
BP | GB0007980591 | 4.85 | 523.30 | -0.29% | |
AstraZeneca | GB0009895292 | 4.00 | 12,024.0 | +0.30% | |
GSK plc | GB00BN7SWP63 | 3.36 | 1,670.00 | +1.03% |
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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