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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1061 | 1091 | 1093 | 1200 | 1262 | 1681 |
Fund Return | 6.12% | 9.13% | 9.31% | 6.27% | 4.76% | 5.33% |
Place in category | 159 | 57 | 144 | 214 | 166 | 105 |
% in Category | 33 | 12 | 31 | 45 | 45 | 42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFM Slater Growth Class P Acc | 695.43M | 2.97 | -6.51 | 7.32 | ||
MFM Slater Growth A Acc | 695.43M | 2.70 | -7.25 | 6.53 | ||
MFM Slater Growth Class B Acc | 695.43M | 2.89 | -6.74 | 7.06 | ||
MFM Slater Recovery Fund Class P Ac | 239.92M | 5.13 | -3.13 | 9.05 | ||
MFM Slater Income B Inc | 66.79M | 6.03 | 5.95 | 5.05 |
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 | 94.91M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.44M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 122.31M | 1.44 | 5.44 | 5.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 6.37 | 33.21 | +0.70% | |
Legal & General | GB0005603997 | 4.97 | 250.00 | -0.48% | |
GSK plc | GB00BN7SWP63 | 4.96 | 1,766.50 | +2.11% | |
M&G | GB00BKFB1C65 | 4.66 | 199.10 | -1.09% | |
BP | GB0007980591 | 4.20 | 488.15 | +0.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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