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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1010 | 1081 | 1308 | 1256 | 1704 |
Fund Return | 0.96% | 0.96% | 8.1% | 9.36% | 4.66% | 5.48% |
Place in category | 415 | 415 | 228 | 40 | 190 | 89 |
% in Category | 81 | 81 | 45 | 8 | 51 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schroder Global Equity Fund I Acc | 1.6B | 7.06 | 11.71 | 13.08 | ||
Schroder Global Equity Fund I Inc | 1.6B | 7.04 | 11.70 | 13.07 | ||
Schroder Asian Income Z Acc | 1.3B | 3.47 | 2.42 | 8.63 | ||
Schroder Asian Income Z Inc | 1.3B | 3.46 | 2.43 | 8.64 | ||
Alpha Plus Fund L GBP Accumulation | 1.29B | -0.52 | -5.45 | 9.07 |
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 Retail Income | 138.53M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Institutional | 89.61M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Z Accumulatio | 729M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC | GB0005405286 | 3.48 | 663.60 | +0.26% | |
British Land Company | GB0001367019 | 3.09 | 392.80 | +1.13% | |
J Sainsbury | GB00B019KW72 | 3.00 | 261.40 | +1.87% | |
Shell | GB00BP6MXD84 | 2.97 | 34.05 | +0.01% | |
Eni SpA | IT0003132476 | 2.85 | 15.260 | +0.04% |
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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