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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 981 | 1023 | 957 | 1274 | 1158 | 1483 |
Fund Return | -1.86% | 2.3% | -4.33% | 8.4% | 2.97% | 4.02% |
Place in category | 275 | 351 | 412 | 91 | 267 | 132 |
% in Category | 56 | 67 | 86 | 20 | 70 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jupiter European Inc | 111.73M | 2.49 | 6.96 | 9.62 | ||
Jupiter European I Acc | 1.05B | 1.93 | 5.32 | 10.59 | ||
Jupiter European I Inc | 901.38M | 1.93 | 5.48 | 10.64 | ||
Jupiter UK Special Situations Inc | 10.41M | -2.14 | 9.16 | 4.83 | ||
Jupiter UK Special Situations I Acc | 1.07B | 4.40 | 8.38 | 6.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.99B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.33B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 94.54M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 145.08M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 757.63M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BP | GB0007980591 | 5.73 | 496.95 | -1.07% | |
GSK plc | GB00BN7SWP63 | 5.45 | 1,812.50 | +0.14% | |
Shell | GB00BP6MXD84 | 4.71 | 33.62 | -0.94% | |
Imperial Brands | GB0004544929 | 4.59 | 1,986.50 | +5.75% | |
Aviva | GB00BPQY8M80 | 3.75 | 492.80 | +0.88% |
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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