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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1048 | 1038 | 1112 | 1089 | 1463 |
Fund Return | 0.75% | 4.82% | 3.76% | 3.6% | 1.72% | 3.88% |
Place in category | 15 | 78 | 60 | 364 | 334 | 143 |
% in Category | 3 | 18 | 11 | 78 | 85 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Stonehage Fleming Global Best IdeaC | 2.66B | 6.24 | 7.24 | 12.55 | ||
Stonehage Fleming Global Best Ideas | 2.66B | 6.33 | 7.78 | 13.12 | ||
Trojan Feeder Fund Ireland Class GA | 576.22M | 2.74 | 2.90 | 5.00 | ||
Trojan Feeder Fund Ireland Class GI | 576.22M | 2.74 | 2.90 | 5.00 | ||
Trojan Income Feeder Fund Ireland G | 32.96M | 0.74 | 3.61 | 3.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.99B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.33B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 94.51M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 144.92M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 758.13M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diageo | GB0002374006 | 6.81 | 2,839.0 | +0.27% | |
Unilever | GB00B10RZP78 | 6.72 | 49.93 | -0.50% | |
Relx | GB00B2B0DG97 | 6.55 | 3,444.00 | +0.97% | |
Reckitt Benckiser | GB00B24CGK77 | 4.90 | 4,600.0 | +0.02% | |
Experian | GB00B19NLV48 | 4.39 | 3,470.0 | +1.11% |
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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