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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 998 | 1117 | 1209 | 1115 | 1700 |
Fund Return | 3.22% | -0.24% | 11.71% | 6.54% | 2.21% | 5.45% |
Place in category | 562 | 583 | 557 | 465 | 357 | 141 |
% in Category | 85 | 88 | 88 | 87 | 79 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Accumulation | 15.42M | 4.38 | 9.60 | 10.73 | ||
Income Fund B Income | 47.34M | 4.38 | 9.60 | 10.74 | ||
Income Fund Sterling Accumulation | 5.83M | 4.22 | 8.88 | 10.04 | ||
Income Fund Exempt 2 Income | 11.95M | 4.42 | 9.77 | 10.94 | ||
Income Fund Institutional W Accumul | 736.94M | 4.42 | 9.76 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.9B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.9B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.9B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.9B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.62B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 8.08 | 33.98 | +0.62% | |
AstraZeneca | GB0009895292 | 8.06 | 12,096.0 | +0.38% | |
Unilever | GB00B10RZP78 | 5.35 | 48.72 | +0.74% | |
Relx | GB00B2B0DG97 | 5.13 | 3,390.00 | +0.95% | |
Diageo | GB0002374006 | 3.80 | 2,761.0 | +1.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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