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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1029 | 1058 | 1253 | 1246 | 1712 |
Fund Return | 2.94% | 2.94% | 5.77% | 7.82% | 4.49% | 5.52% |
Place in category | 207 | 207 | 344 | 104 | 213 | 87 |
% in Category | 39 | 39 | 73 | 23 | 56 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jupiter European I Acc | 1.03B | 4.78 | 7.86 | 10.76 | ||
Jupiter European I Inc | 885.3M | 4.78 | 8.03 | 10.81 | ||
Jupiter European Inc | 109.94M | 2.49 | 6.96 | 9.62 | ||
Jupiter UK Special Situations Inc | 10.47M | -2.14 | 9.16 | 4.83 | ||
Jupiter UK Special Situations I Acc | 1.05B | 2.38 | 8.85 | 6.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.96B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.24B | 0.66 | 7.02 | 8.54 | ||
UK Equity Income Fund Institutional | 91.95M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 142.44M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 119.63M | 1.30 | 6.55 | 5.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BP | GB0007980591 | 5.73 | 500.50 | -0.64% | |
GSK plc | GB00BN7SWP63 | 5.45 | 1,773.50 | +0.71% | |
Shell | GB00BP6MXD84 | 4.71 | 33.77 | -0.34% | |
Imperial Brands | GB0004544929 | 4.59 | 1,872.00 | +1.33% | |
Aviva | GB00BPQY8M80 | 3.75 | 484.80 | +0.46% |
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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