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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1090 | 1078 | 1331 | 1308 | 1590 |
Fund Return | 6.8% | 9.04% | 7.84% | 10.01% | 5.52% | 4.75% |
Place in category | 94 | 65 | 228 | 24 | 96 | 137 |
% in Category | 19 | 14 | 49 | 5 | 29 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.22B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.22B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.87B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.87B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.34B | 6.40 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.24B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 96.26M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 147.34M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 769.74M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Glencore | JE00B4T3BW64 | 4.95 | 501.50 | +0.91% | |
Shell | GB00BP6MXD84 | 4.80 | 32.92 | +0.06% | |
British American Tobacco | GB0002875804 | 4.78 | 2,476.0 | +0.04% | |
BP | GB0007980591 | 4.73 | 491.25 | -0.01% | |
Unilever | GB00B10RZP78 | 4.71 | 50.12 | -0.60% |
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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