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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1091 | 1109 | 1487 | 1907 | 4298 |
Fund Return | 4.22% | 9.13% | 10.92% | 14.13% | 13.78% | 15.7% |
Place in category | 112 | 103 | 110 | 75 | 17 | 5 |
% in Category | 40 | 32 | 37 | 30 | 12 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 94.89M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.35M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 122M | 1.44 | 5.44 | 5.34 | ||
UK Equity Income Fund Z Accumulatio | 757.88M | 1.71 | 6.26 | 6.17 | ||
UK Equity Income Fund Z Income GBP | 700.81M | 1.72 | 6.27 | 6.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.43B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.43B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.43B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.43B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.43B | 6.31 | 8.28 | 12.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.06 | 430.16 | +0.74% | |
Broadcom | US11135F1012 | 5.60 | 1,407.84 | +1.04% | |
Eli Lilly | US5324571083 | 3.02 | 807.43 | -0.13% | |
Merck&Co | US58933Y1055 | 2.99 | 129.49 | -1.22% | |
Procter&Gamble | US7427181091 | 2.90 | 165.33 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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