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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1084 | 1099 | 1328 | 1325 | 1696 |
Fund Return | 7.69% | 8.37% | 9.88% | 9.91% | 5.79% | 5.43% |
Place in category | 79 | 95 | 88 | 32 | 67 | 175 |
% in Category | 8 | 13 | 13 | 6 | 14 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Halifax International Growth Fund A | 1.88B | 7.57 | 10.16 | 11.29 | ||
Halifax European Fund A | 323.63M | 5.67 | 7.64 | 8.49 | ||
Halifax Far Eastern Fund F | 172.24M | 5.45 | -0.94 | 6.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.18B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 14.18B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.18B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.18B | -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 | 8.97 | 32.60 | -1.08% | |
AstraZeneca | GB0009895292 | 8.57 | 12,360.0 | -0.03% | |
HSBC | GB0005405286 | 6.68 | 692.80 | -0.70% | |
Unilever | GB00B10RZP78 | 5.35 | 50.14 | +0.08% | |
BP | GB0007980591 | 4.29 | 481.70 | -1.85% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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