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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1039 | 1039 | 1087 | 1160 | 1213 | 1619 |
Fund Return | 3.89% | 3.89% | 8.66% | 5.07% | 3.94% | 4.94% |
Place in category | 217 | 217 | 174 | 398 | 342 | 215 |
% in Category | 31 | 31 | 25 | 78 | 79 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Threadneedle Lux UK Equities Classa | 35.4M | 3.65 | 4.08 | 3.97 | ||
TL UK Equities Class AGP GBP Distri | 35.4M | 3.64 | 4.08 | 3.97 | ||
TL UK Equities Class IGP GBP Distri | 35.4M | 3.89 | 5.07 | 4.93 | ||
TL UK Equities Class ZG GBP Accumul | 35.4M | 3.84 | 4.86 | 4.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 13.73B | 4.02 | 7.99 | 5.79 | ||
All Share Index Unit Trust Income | 13.73B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 13.73B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 13.73B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.33B | 2.82 | 7.88 | 5.79 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.71 | 33.98 | +0.71% | |
AstraZeneca | GB0009895292 | 5.46 | 12,150.0 | -0.16% | |
Relx | GB00B2B0DG97 | 4.69 | 3,271.00 | -0.88% | |
GSK plc | GB00BN7SWP63 | 3.77 | 1,726.25 | +1.25% | |
Compass | GB00BD6K4575 | 3.75 | 2,195.00 | -0.32% |
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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