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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 984 | 1198 | 1154 | 1208 | 1609 |
Fund Return | 9.38% | -1.59% | 19.79% | 4.9% | 3.85% | 4.87% |
Place in category | 92 | 72 | 63 | 343 | 355 | 285 |
% in Category | 11 | 11 | 11 | 68 | 81 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Place Worldwide Opportunities Acc | 3.63B | 7.46 | 1.30 | 9.23 | ||
Place Worldwide Opportunities Inc | 3.63B | 7.47 | 1.30 | 9.22 | ||
Place UK & General Progressive Acc | 1.26B | 9.37 | 4.90 | 4.87 | ||
Place Growth European Progress Acc | 874.69M | 5.84 | 3.38 | 6.56 | ||
Place Growth European Progress Inc | 874.69M | 4.97 | 3.08 | 6.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.65B | 8.44 | 6.12 | 6.19 | ||
All Share Index Unit Trust Income | 14.65B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.65B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.65B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.31B | 7.77 | 6.38 | 6.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Royal Dutch Shell PLC B | GB00B03MM408 | 5.32 | - | - | |
Relx | GB00B2B0DG97 | 5.06 | 3,723.00 | +3.04% | |
British American Tobacco | GB0002875804 | 4.65 | 2,969.0 | +1.57% | |
St James Place Ut | GB00B80GVJ94 | 4.56 | - | - | |
Compass Group PLC | GB00BLNN3L44 | 4.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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