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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 993 | 1040 | 981 | 1190 | 1223 | 1476 |
Fund Return | -0.72% | 3.96% | -1.89% | 5.98% | 4.12% | 3.97% |
Place in category | 265 | 223 | 527 | 374 | 304 | 247 |
% in Category | 37 | 30 | 90 | 74 | 72 | 73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smaller Companies Fund A Acc | 163.56M | 4.00 | -3.58 | 7.64 | ||
Smaller Companies Fund B Acc | 163.56M | 3.78 | -4.07 | 7.09 | ||
Smaller Companies Fund C Acc | 163.56M | 4.11 | -3.34 | 7.91 | ||
Lazard UK Omega Fund A Acc | 42.47M | 8.58 | 6.39 | 5.76 | ||
Lazard UK Omega Fund B Acc | 42.47M | 8.36 | 5.86 | 5.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.94B | 8.63 | 7.82 | 5.89 | ||
All Share Index Unit Trust Income | 13.94B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.94B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.94B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 7.72 | 7.71 | 5.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 7.13 | 12,602.0 | +0.37% | |
HSBC | GB0005405286 | 6.59 | 695.60 | +0.14% | |
Shell | GB00BP6MXD84 | 6.33 | 32.53 | +0.60% | |
Unilever | GB00B10RZP78 | 6.15 | 51.82 | +0.19% | |
BP | GB0007980591 | 5.99 | 467.95 | +1.13% |
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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