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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1143 | 1030 | 1198 | 1331 | 1428 | 1943 |
Fund Return | 14.28% | 2.99% | 19.81% | 9.99% | 7.39% | 6.87% |
Place in category | 62 | 196 | 49 | 36 | 40 | 37 |
% in Category | 6 | 27 | 9 | 7 | 8 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Acc | 2.41B | 10.59 | 7.37 | 2.14 | ||
Perpetual High Income No Trail Inc | 2.41B | 9.84 | 7.13 | 2.08 | ||
Invesco Perpetual High Income Z Acc | 2.41B | 10.78 | 7.64 | 2.39 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 10.02 | 7.39 | 2.33 | ||
Invesco Perpetual Asian Acc | 2.22B | 7.04 | 3.47 | 8.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Index Unit Trust Accumulation | 14.41B | 11.18 | 7.47 | 6.08 | ||
All Share Index Unit Trust Income | 14.41B | -0.70 | 7.89 | - | ||
VG UK Plus GBP Accumulation | 14.41B | -0.70 | 7.91 | - | ||
VG UK Institutional Plus GBP Income | 14.41B | -0.69 | 7.90 | - | ||
UK Equity Tracker Fund X Acc | 12.05B | 10.78 | 7.73 | 6.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 7.80 | 11,522.0 | -0.54% | |
Shell | GB00BP6MXD84 | 7.20 | 31.15 | -0.03% | |
Unilever | GB00B10RZP78 | 6.01 | 58.28 | -0.24% | |
FTSE 100 IDX FUT FUTURE SEP 20 24 | GB00KKW0YJ50 | 4.69 | - | - | |
Invesco Sterling Liqdty Port Agcy | IE00BYX96M50 | 4.44 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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