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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1052 | 1088 | 1120 | 1185 | 1510 |
Fund Return | 4.25% | 5.16% | 8.82% | 3.85% | 3.45% | 4.21% |
Place in category | 495 | 514 | 209 | 433 | 349 | 299 |
% in Category | 78 | 80 | 28 | 81 | 81 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Place Worldwide Opportunities Acc | 3.63B | 4.15 | 2.19 | 9.24 | ||
Place Worldwide Opportunities Inc | 3.63B | 4.16 | 2.20 | 9.25 | ||
Place UK & General Progressive Inc | 1.26B | 4.19 | 3.81 | 4.21 | ||
Place Growth European Progress Acc | 874.69M | 3.75 | 3.35 | 5.64 | ||
Place Growth European Progress Inc | 874.69M | 3.76 | 3.32 | 5.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.26B | 6.08 | 7.20 | 5.78 | ||
All Share Index Unit Trust Income | 14.26B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.26B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.26B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 6.08 | 7.79 | 5.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Royal Dutch Shell PLC B | GB00B03MM408 | 5.32 | - | - | |
Relx | GB00B2B0DG97 | 5.06 | 3,459.00 | +0.23% | |
British American Tobacco | GB0002875804 | 4.65 | 2,433.0 | +1.33% | |
St James Place Ut | GB00B80GVJ94 | 4.56 | - | - | |
Compass Group PLC | GB00BLNN3L44 | 4.09 | - | - |
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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