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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1055 | 1056 | 1121 | 1175 | 1610 |
Fund Return | 4.46% | 5.53% | 5.63% | 3.89% | 3.29% | 4.87% |
Place in category | 438 | 460 | 455 | 419 | 352 | 237 |
% in Category | 74 | 75 | 77 | 80 | 82 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Threadneedle Lux UK Equities Classa | 36.04M | 4.13 | 2.91 | 3.91 | ||
TL UK Equities Class AGP GBP Distri | 36.04M | 4.13 | 2.91 | 3.91 | ||
TL UK Equities Class IGP GBP Distri | 36.04M | 4.46 | 3.89 | 4.87 | ||
TL UK Equities Class ZG GBP Accumul | 36.04M | 4.39 | 3.68 | 4.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.98B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 13.98B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.98B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.98B | -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 | 9.05 | 32.88 | -0.98% | |
AstraZeneca | GB0009895292 | 7.19 | 12,346.0 | +1.28% | |
Relx | GB00B2B0DG97 | 4.41 | 3,422.00 | +0.18% | |
GSK plc | GB00BN7SWP63 | 3.63 | 1,598.00 | -9.54% | |
Compass | GB00BD6K4575 | 3.54 | 2,168.00 | -1.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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