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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1043 | 1076 | 1229 | 1308 | 1757 |
Fund Return | 4.28% | 4.28% | 7.62% | 7.1% | 5.52% | 5.8% |
Place in category | 80 | 80 | 384 | 297 | 130 | 77 |
% in Category | 11 | 11 | 63 | 61 | 31 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smaller Companies Fund C Acc | 164.8M | 2.24 | -0.97 | 7.63 | ||
Smaller Companies Fund A Acc | 164.8M | 1.45 | -3.81 | 7.52 | ||
Smaller Companies Fund B Acc | 164.8M | 1.28 | -4.29 | 6.96 | ||
Lazard UK Omega Fund B Acc | 43.61M | 6.77 | 6.10 | 5.26 | ||
Lazard UK Omega Fund A Acc | 43.61M | 6.94 | 6.63 | 5.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.26B | 6.08 | 7.20 | 5.78 | ||
VG UK Plus GBP Accumulation | 14.26B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.26B | -0.69 | 7.90 | - | ||
All Share Index Unit Trust Income | 14.26B | -0.70 | 7.89 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 7.26 | 12,330.0 | -0.32% | |
Shell | GB00BP6MXD84 | 6.46 | 34.46 | +0.16% | |
HSBC | GB0005405286 | 6.30 | 698.30 | +0.33% | |
BP | GB0007980591 | 6.15 | 506.20 | 0.00% | |
Unilever | GB00B10RZP78 | 6.06 | 50.14 | +0.68% |
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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