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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1028 | 1044 | 1147 | 1205 | 1736 |
Fund Return | 2.77% | 2.77% | 4.44% | 4.67% | 3.8% | 5.67% |
Place in category | 474 | 474 | 552 | 417 | 358 | 118 |
% in Category | 73 | 73 | 94 | 81 | 83 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Accumulation | 15.42M | 4.38 | 9.60 | 10.73 | ||
Income Fund Sterling Accumulation | 5.83M | 4.22 | 8.88 | 10.04 | ||
Income Fund B Income | 47.34M | 4.38 | 9.60 | 10.74 | ||
Income Fund Exempt 2 Income | 11.95M | 4.42 | 9.77 | 10.94 | ||
Income Fund Institutional W Accumul | 736.94M | 4.42 | 9.76 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.9B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.9B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.9B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.9B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.08 | 33.48 | -0.81% | |
AstraZeneca | GB0009895292 | 8.06 | 12,050.0 | -0.87% | |
Unilever | GB00B10RZP78 | 5.35 | 48.80 | -0.02% | |
Relx | GB00B2B0DG97 | 5.13 | 3,358.00 | +2.25% | |
Diageo | GB0002374006 | 3.80 | 2,729.0 | +0.02% |
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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