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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1035 | 1080 | 1278 | 1296 | 1686 |
Fund Return | 3.46% | 3.46% | 8.04% | 8.52% | 5.33% | 5.37% |
Place in category | 153 | 153 | 232 | 59 | 124 | 92 |
% in Category | 29 | 29 | 45 | 12 | 34 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CF Canlife Global Equity Fund C Acc | 13.7M | 9.54 | 11.63 | 11.84 | ||
CF Canlife North American Fund C Ac | 21.3M | 10.09 | 13.19 | 14.51 | ||
CF Canlife Portfolio V Fund C Acc | 143.17M | 0.80 | 4.31 | 5.54 | ||
CF Canlife Portfolio III Fund C Acc | 40.29M | -0.67 | 0.35 | 3.07 | ||
CF Canlife Portfolio III Fund C Inc | 1.37M | -0.67 | 0.35 | 3.09 |
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 | 96.13M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 147.55M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 770.71M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.75 | 32.87 | -0.77% | |
AstraZeneca | GB0009895292 | 8.12 | 12,118.0 | -0.40% | |
Unilever | GB00B10RZP78 | 5.33 | 50.28 | +0.82% | |
GSK plc | GB00BN7SWP63 | 4.94 | 1,770.00 | -0.76% | |
BP | GB0007980591 | 4.23 | 491.05 | +0.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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