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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 978 | 1020 | 994 | 1180 | 1210 | 1530 |
Fund Return | -2.18% | 2.02% | -0.64% | 5.67% | 3.89% | 4.34% |
Place in category | 593 | 580 | 450 | 378 | 329 | 207 |
% in Category | 92 | 91 | 77 | 75 | 76 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 89.61M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 138.53M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 116.27M | 1.30 | 6.55 | 5.58 | ||
UK Equity Income Fund Z Accumulatio | 729M | 1.50 | 7.38 | 6.41 | ||
UK Equity Income Fund Z Income GBP | 676.83M | 1.50 | 7.39 | 6.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.79B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.79B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.79B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.79B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.33B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 5.67 | 11,988.0 | -0.32% | |
Shell | GB00BP6MXD84 | 5.05 | 34.05 | +0.01% | |
Unilever | GB00B10RZP78 | 4.20 | 48.25 | +1.39% | |
GSK plc | GB00BN7SWP63 | 4.14 | 1,653.00 | +0.76% | |
London Stock Exchange | GB00B0SWJX34 | 2.84 | 8,934.0 | +0.50% |
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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