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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1036 | 1119 | 1235 | 1020 | 1215 |
Fund Return | 3.64% | 3.64% | 11.88% | 7.28% | 0.39% | 1.97% |
Place in category | 133 | 133 | 42 | 162 | 381 | 261 |
% in Category | 25 | 25 | 10 | 36 | 96 | 96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco Perpetual High Income Y | 2.41B | 3.70 | 7.59 | 2.27 | ||
Perpetual High Income No Trail Acc | 2.41B | 4.35 | 7.52 | 2.02 | ||
Invesco Perpetual High Income Z Acc | 2.41B | 4.42 | 7.79 | 2.28 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 3.70 | 7.54 | 2.22 | ||
Invesco Asian Fund (UK) Y (Acc) | 2.26B | 2.33 | 0.66 | 10.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.86B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.33B | 0.66 | 7.02 | 8.54 | ||
UK Equity Income Fund Institutional | 88.37M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 136.41M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 743.3M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Next | GB0032089863 | 5.40 | 8,774.0 | -0.79% | |
TotalEnergies SE | FR0000120271 | 5.29 | 67.28 | -0.21% | |
Barclays | GB0031348658 | 4.85 | 185.84 | +1.01% | |
Relx | GB00B2B0DG97 | 4.54 | 3,302.00 | -0.81% | |
British American Tobacco | GB0002875804 | 4.43 | 2,310.0 | +0.74% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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