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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 | 547.98M | 1.41 | 7.33 | 6.56 | ||
GB00B7BXT545 | 244.35M | 1.63 | 0.19 | 4.88 | ||
Franklin UK Managers Focus Fund S a | 23.27M | -1.26 | 2.58 | 5.07 | ||
Franklin UK Managers Focus Fund W a | 75.49M | 3.71 | 2.63 | 5.66 | ||
UK Rising Dividends Fund W acc | 190.73M | 2.43 | 7.25 | 7.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.99B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.24B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Retail Income | 147.55M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Institutional | 96.13M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Z Accumulatio | 770.71M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 5.21 | 32.90 | -0.66% | |
Unilever | GB00B10RZP78 | 5.01 | 50.42 | +1.10% | |
BP | GB0007980591 | 4.85 | 491.30 | +0.41% | |
AstraZeneca | GB0009895292 | 4.00 | 12,110.0 | -0.46% | |
GSK plc | GB00BN7SWP63 | 3.36 | 1,775.00 | -0.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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