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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 1111 | 1188 | 1325 | 1411 | 1918 |
Fund Return | 10.96% | 11.09% | 18.85% | 9.83% | 7.13% | 6.73% |
Place in category | 52 | 68 | 41 | 38 | 49 | 37 |
% in Category | 5 | 8 | 6 | 8 | 10 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Acc | 2.38B | 5.94 | 6.54 | 1.85 | ||
Perpetual High Income No Trail Inc | 2.38B | 5.21 | 6.30 | 1.79 | ||
Invesco Perpetual High Income Z Acc | 2.38B | 6.06 | 6.81 | 2.11 | ||
Invesco Perpetual High Income Z Inc | 2.38B | 5.33 | 6.57 | 2.05 | ||
Invesco Perpetual Asian Inc | 2.18B | 5.73 | 1.50 | 9.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.06B | 8.63 | 7.82 | 5.89 | ||
All Share Index Unit Trust Income | 14.06B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.06B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.06B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund D Acc | 11.86B | 7.72 | 7.71 | 5.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.90 | 32.86 | +0.77% | |
AstraZeneca | GB0009895292 | 7.46 | 12,398.0 | +0.47% | |
Unilever | GB00B10RZP78 | 5.41 | 52.40 | -0.27% | |
HSBC | GB0005405286 | 5.13 | 697.00 | +0.58% | |
BP | GB0007980591 | 3.82 | 470.50 | +0.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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