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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1059 | 1087 | 1223 | 1010 | 1245 |
Fund Return | 4.31% | 5.95% | 8.7% | 6.95% | 0.21% | 2.22% |
Place in category | 303 | 276 | 184 | 158 | 379 | 255 |
% in Category | 62 | 57 | 38 | 35 | 96 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco Perpetual High Income Z Acc | 2.41B | 5.80 | 7.41 | 2.30 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 4.31 | 6.91 | 2.17 | ||
Perpetual High Income No Trail Acc | 2.41B | 5.71 | 7.14 | 2.05 | ||
Perpetual High Income No Trail Inc | 2.41B | 4.22 | 6.64 | 1.91 | ||
Invesco Asian Fund (UK) Y (Acc) | 2.26B | 5.91 | 1.38 | 10.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.99B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.33B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 95.6M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.64M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 765.54M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Next | GB0032089863 | 5.41 | 9,392.0 | +0.62% | |
TotalEnergies SE | FR0000120271 | 5.23 | 66.46 | -1.50% | |
Barclays | GB0031348658 | 4.72 | 214.90 | +0.85% | |
Relx | GB00B2B0DG97 | 4.54 | 3,455.00 | -0.20% | |
Ferguson | JE00BJVNSS43 | 4.36 | 17,030.0 | -1.65% |
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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