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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1081 | 1097 | 1260 | 1339 | 1825 |
Fund Return | 7.3% | 8.1% | 9.71% | 8.01% | 6.02% | 6.2% |
Place in category | 114 | 163 | 104 | 119 | 46 | 54 |
% in Category | 13 | 26 | 14 | 26 | 9 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.53B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Acc | 3.53B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.53B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.53B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.53B | 6.31 | 8.28 | 12.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.18B | 6.08 | 7.20 | 5.78 | ||
VG UK Plus GBP Accumulation | 14.18B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.18B | -0.69 | 7.90 | - | ||
All Share Index Unit Trust Income | 14.18B | -0.70 | 7.89 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.24 | 34.28 | +0.94% | |
AstraZeneca | GB0009895292 | 6.58 | 12,368.0 | +0.29% | |
HSBC | GB0005405286 | 5.34 | 694.80 | +0.56% | |
Unilever | GB00B10RZP78 | 3.73 | 49.63 | +0.26% | |
BP | GB0007980591 | 3.62 | 509.60 | +1.09% |
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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