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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1027 | 1043 | 1142 | 1196 | 1704 |
Fund Return | 2.74% | 2.74% | 4.29% | 4.51% | 3.65% | 5.47% |
Place in category | 482 | 482 | 555 | 430 | 375 | 162 |
% in Category | 75 | 75 | 94 | 83 | 86 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Accumulation | 15.36M | 4.38 | 9.60 | 10.73 | ||
Income Fund Sterling Accumulation | 5.81M | 4.22 | 8.88 | 10.04 | ||
Income Fund B Income | 47.21M | 4.38 | 9.60 | 10.74 | ||
Income Fund Exempt 2 Income | 11.9M | 4.42 | 9.77 | 10.94 | ||
Income Fund Institutional W Accumul | 734.58M | 4.42 | 9.76 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.83B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.83B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.83B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.83B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.08 | 33.49 | -0.79% | |
AstraZeneca | GB0009895292 | 8.06 | 12,076.0 | -0.74% | |
Unilever | GB00B10RZP78 | 5.35 | 48.74 | -0.14% | |
Relx | GB00B2B0DG97 | 5.13 | 3,350.00 | +2.01% | |
Diageo | GB0002374006 | 3.80 | 2,754.0 | +0.94% |
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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