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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 985 | 1032 | 984 | 1266 | 1311 | 1636 |
Fund Return | -1.48% | 3.19% | -1.57% | 8.19% | 5.56% | 5.05% |
Place in category | 229 | 253 | 306 | 106 | 70 | 67 |
% in Category | 43 | 51 | 63 | 24 | 20 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
International Equity A Acc | 3.45B | 10.56 | 11.28 | 10.62 | ||
International Equity B Acc | 3.45B | 10.73 | 12.03 | 11.51 | ||
International Equity P Inc | 3.45B | 10.78 | 11.89 | 11.47 | ||
International Equity Q Net Inc | 3.45B | 10.85 | 11.99 | - | ||
International Equity X | 3.45B | 10.91 | 12.40 | 11.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.99B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.24B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 95.9M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.76M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 768.07M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jupiter Income Trust I Inc | GB00B6QR2553 | 4.93 | 6.16 | -0.20% | |
GSK plc | GB00BN7SWP63 | 4.37 | 1,775.00 | -0.48% | |
Shell | GB00BP6MXD84 | 4.08 | 32.90 | -0.66% | |
BP | GB0007980591 | 3.99 | 491.30 | +0.41% | |
AstraZeneca | GB0009895292 | 2.76 | 12,110.0 | -0.46% |
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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