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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1042 | 1090 | 1326 | 1316 | 1683 |
Fund Return | 4.19% | 4.19% | 9% | 9.87% | 5.65% | 5.34% |
Place in category | 105 | 105 | 133 | 38 | 96 | 179 |
% in Category | 14 | 14 | 20 | 7 | 21 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Halifax International Growth Fund A | 1.88B | 9.27 | 12.23 | 11.49 | ||
Halifax European Fund A | 323.63M | 5.98 | 8.80 | 8.58 | ||
Halifax Far Eastern Fund F | 172.24M | 3.61 | -0.86 | 6.58 |
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 | 9.28 | 33.48 | -0.81% | |
AstraZeneca | GB0009895292 | 8.56 | 12,050.0 | -0.87% | |
HSBC | GB0005405286 | 6.77 | 705.50 | +0.07% | |
Unilever | GB00B10RZP78 | 5.22 | 48.80 | -0.02% | |
BP | GB0007980591 | 4.26 | 510.40 | -1.05% |
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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