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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1052 | 1052 | 1115 | 1263 | 1571 | 2430 |
Fund Return | 5.21% | 5.21% | 11.55% | 8.08% | 9.46% | 9.28% |
Place in category | 33 | 33 | 46 | 150 | 8 | 3 |
% in Category | 5 | 5 | 6 | 32 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.5B | 4.32 | 4.16 | 7.99 | ||
Diversified Trust Class C Inc | 3.5B | 4.31 | 4.17 | 7.96 | ||
Diversified Trust D Acc | 3.5B | 1.14 | 3.64 | 7.61 | ||
Leaders Trust Class C Inc | 3.22B | 5.25 | 8.09 | 9.30 | ||
Leaders Trust Class A Inc | 3.22B | 1.27 | 7.45 | 7.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.79B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.79B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.79B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.79B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.33B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 5.63 | 11,988.0 | -0.32% | |
Relx | GB00B2B0DG97 | 5.61 | 3,329.00 | +1.46% | |
London Stock Exchange | GB00B0SWJX34 | 5.46 | 8,934.0 | +0.50% | |
Compass | GB00BD6K4575 | 5.19 | 2,229.00 | -0.13% | |
Sage | GB00B8C3BL03 | 4.94 | 1,173.00 | +1.08% |
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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