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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1028 | 1047 | 1156 | 1220 | 1780 |
Fund Return | 2.84% | 2.84% | 4.71% | 4.94% | 4.07% | 5.94% |
Place in category | 456 | 456 | 548 | 404 | 330 | 56 |
% in Category | 71 | 71 | 93 | 79 | 76 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund Institutional W Accumul | 757.73M | 4.42 | 9.76 | 10.94 | ||
Income Fund Institutional W Income | 1.04B | 4.42 | 9.77 | 10.94 | ||
Income Fund B Accumulation | 15.97M | 4.38 | 9.60 | 10.73 | ||
Income Fund Sterling Accumulation | 5.99M | 4.22 | 8.88 | 10.04 | ||
Income Fund B Income | 48.79M | 4.38 | 9.60 | 10.74 |
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 | 8.08 | 32.90 | -0.66% | |
AstraZeneca | GB0009895292 | 8.06 | 12,110.0 | -0.46% | |
Unilever | GB00B10RZP78 | 5.35 | 50.42 | +1.10% | |
Relx | GB00B2B0DG97 | 5.13 | 3,458.00 | +0.09% | |
Diageo | GB0002374006 | 3.80 | 2,800.5 | -0.59% |
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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