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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 981 | 1023 | 957 | 1274 | 1158 | 1483 |
Fund Return | -1.86% | 2.3% | -4.33% | 8.4% | 2.97% | 4.02% |
Place in category | 275 | 351 | 412 | 91 | 267 | 132 |
% in Category | 56 | 67 | 86 | 20 | 70 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jupiter European Inc | 110.08M | 2.49 | 6.96 | 9.62 | ||
Jupiter European I Acc | 1.04B | 3.80 | 5.48 | 10.59 | ||
Jupiter European I Inc | 899.88M | 3.80 | 5.64 | 10.64 | ||
Jupiter UK Special Situations Inc | 9.94M | -2.14 | 9.16 | 4.83 | ||
Jupiter UK Special Situations I Acc | 1.04B | 8.63 | 8.90 | 6.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.94B | 8.85 | 7.89 | 6.66 | ||
TB Evenlode Income B Income | 3.26B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 95.12M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.1M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 121.77M | 6.79 | 6.63 | 5.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BP | GB0007980591 | 5.73 | 470.85 | +1.76% | |
GSK plc | GB00BN7SWP63 | 5.45 | 1,621.00 | -0.49% | |
Shell | GB00BP6MXD84 | 4.71 | 32.71 | +1.14% | |
Imperial Brands | GB0004544929 | 4.59 | 1,980.00 | -0.35% | |
Aviva | GB00BPQY8M80 | 3.75 | 470.00 | -1.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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