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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1066 | 1067 | 1241 | 1221 | 1700 |
Fund Return | 5.2% | 6.61% | 6.67% | 7.47% | 4.07% | 5.45% |
Place in category | 240 | 225 | 272 | 111 | 221 | 92 |
% in Category | 47 | 45 | 58 | 25 | 60 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jupiter European Inc | 110.17M | 2.49 | 6.96 | 9.62 | ||
Jupiter European I Acc | 1.04B | 1.93 | 5.32 | 10.59 | ||
Jupiter European I Inc | 894.13M | 1.93 | 5.48 | 10.64 | ||
Jupiter UK Special Situations Inc | 10.24M | -2.14 | 9.16 | 4.83 | ||
Jupiter UK Special Situations I Acc | 1.06B | 4.40 | 8.38 | 6.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.95B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.24B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 94.22M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 145.4M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 121.41M | 1.44 | 5.44 | 5.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GSK plc | GB00BN7SWP63 | 5.81 | 1,737.00 | -0.54% | |
BP | GB0007980591 | 5.68 | 485.50 | -0.74% | |
Shell | GB00BP6MXD84 | 4.84 | 32.98 | -0.27% | |
Aviva | GB00BPQY8M80 | 4.10 | 481.60 | +0.40% | |
Imperial Brands | GB0004544929 | 3.91 | 1,915.50 | +0.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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