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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1098 | 1197 | 1560 | 1887 | 3141 |
Fund Return | 6.43% | 9.82% | 19.72% | 15.98% | 13.54% | 12.13% |
Place in category | 81 | 163 | 30 | 7 | 8 | 7 |
% in Category | 8 | 14 | 4 | 2 | 2 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.06B | 6.81 | 6.36 | 7.41 | ||
International Index Tracking Fund 2 | 848.51M | 7.47 | 8.99 | 12.25 | ||
UK Equity Income Fund 2 GBP Acc | 806.91M | 4.27 | 5.53 | 5.73 | ||
International Index Tracking Fund 1 | 848.51M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 1 GBP Inc | 806.91M | 0.19 | 5.44 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 5.76B | 4.73 | 10.60 | 11.67 | ||
Income Fund Sterling Accumulation | 5.99M | 4.22 | 8.88 | 10.04 | ||
Income Fund B Accumulation | 15.97M | 4.38 | 9.60 | 10.73 | ||
Income Fund B Income | 48.79M | 4.38 | 9.60 | 10.74 | ||
Income Fund Institutional W Accumul | 757.73M | 4.42 | 9.76 | 10.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 3.73 | 66.95 | +0.74% | |
Deutsche Telekom AG | DE0005557508 | 3.64 | 22.000 | +0.50% | |
Broadcom | US11135F1012 | 3.57 | 1,395.29 | -1.19% | |
Microsoft | US5949181045 | 3.56 | 420.21 | -0.19% | |
BAE Systems | GB0002634946 | 3.42 | 1,361.50 | -0.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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