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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1052 | 1116 | 1263 | 1571 | 2433 |
Fund Return | 5.25% | 5.25% | 11.56% | 8.09% | 9.45% | 9.3% |
Place in category | 30 | 30 | 45 | 149 | 10 | 2 |
% in Category | 4 | 4 | 6 | 32 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.56B | 4.32 | 4.16 | 7.99 | ||
Diversified Trust Class C Inc | 3.56B | 4.31 | 4.17 | 7.96 | ||
Diversified Trust D Acc | 3.56B | 1.14 | 3.64 | 7.61 | ||
Leaders Trust Class C Acc | 3.3B | 5.21 | 8.08 | 9.28 | ||
Leaders Trust Class A Inc | 3.3B | 1.27 | 7.45 | 7.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.06B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 14.06B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.06B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.06B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 5.63 | 12,264.0 | +1.21% | |
Relx | GB00B2B0DG97 | 5.61 | 3,433.00 | +0.65% | |
London Stock Exchange | GB00B0SWJX34 | 5.46 | 9,180.0 | -1.38% | |
Compass | GB00BD6K4575 | 5.19 | 2,284.00 | +0.48% | |
Sage | GB00B8C3BL03 | 4.94 | 1,197.50 | +0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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