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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1044 | 1127 | 1243 | 1026 | 1222 |
Fund Return | 4.35% | 4.35% | 12.66% | 7.52% | 0.52% | 2.02% |
Place in category | 62 | 62 | 13 | 134 | 376 | 258 |
% in Category | 12 | 12 | 4 | 30 | 94 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Inc | 2.41B | 3.64 | 7.28 | 1.97 | ||
Invesco Perpetual High Income Z Acc | 2.41B | 4.42 | 7.79 | 2.28 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 3.70 | 7.54 | 2.22 | ||
Invesco Perpetual High Income Y | 2.41B | 3.70 | 7.59 | 2.27 | ||
Invesco Perpetual Asian No Trail Ac | 2.26B | 2.26 | 0.37 | 9.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.91B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.33B | 0.66 | 7.02 | 8.54 | ||
UK Equity Income Fund Institutional | 89.76M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 138.73M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 730.9M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Next | GB0032089863 | 5.41 | 9,052.0 | -0.57% | |
TotalEnergies SE | FR0000120271 | 5.23 | 68.34 | +0.41% | |
Barclays | GB0031348658 | 4.72 | 199.84 | -2.04% | |
Relx | GB00B2B0DG97 | 4.54 | 3,308.00 | +0.82% | |
Ferguson | JE00BJVNSS43 | 4.36 | 17,080.0 | +1.58% |
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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