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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 986 | 1038 | 1022 | 1106 | 1199 | 1513 |
Fund Return | -1.4% | 3.79% | 2.24% | 3.42% | 3.69% | 4.23% |
Place in category | 516 | 249 | 129 | 501 | 350 | 223 |
% in Category | 77 | 33 | 16 | 91 | 80 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec American B Acc Net GBP | 624.01M | 5.17 | 13.65 | 16.01 | ||
Investec American Fund Net R GBP Ac | 624.01M | 4.36 | 9.84 | 16.21 | ||
Investec American I Acc Net GBP | 624.01M | 4.45 | 10.12 | 16.51 | ||
Investec American S Acc Net GBP | 624.01M | 4.71 | 10.95 | 17.40 | ||
Investec UK Alpha Fund J GBP Acc | 416.44M | -1.38 | 3.52 | 4.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.04B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 14.04B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.04B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.04B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diageo | GB0002374006 | 6.22 | 2,709.5 | -1.31% | |
BP | GB0007980591 | 5.91 | 482.55 | +0.18% | |
Shell | GB00BP6MXD84 | 5.11 | 32.74 | +0.40% | |
Unilever | GB00B10RZP78 | 4.91 | 50.64 | +1.00% | |
Lloyds Banking | GB0008706128 | 3.98 | 55.78 | -1.06% |
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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