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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1046 | 1046 | 1113 | 1378 | 1467 | 2016 |
Fund Return | 4.58% | 4.58% | 11.25% | 11.29% | 7.96% | 7.26% |
Place in category | 50 | 50 | 72 | 8 | 10 | 9 |
% in Category | 11 | 11 | 15 | 2 | 2 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund Institutional W Accumul | 755.5M | 4.42 | 9.76 | 10.94 | ||
Income Fund Institutional W Income | 1.04B | 4.42 | 9.77 | 10.94 | ||
Income Fund B Accumulation | 15.9M | 4.38 | 9.60 | 10.73 | ||
Income Fund Sterling Accumulation | 5.95M | 4.22 | 8.88 | 10.04 | ||
Income Fund B Income | 48.65M | 4.38 | 9.60 | 10.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.99B | 6.88 | 7.88 | 6.78 | ||
TB Evenlode Income B Income | 3.33B | -0.74 | 5.20 | 8.15 | ||
UK Equity Income Fund Institutional | 94.54M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 145.08M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Accumulatio | 757.63M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 9.12 | 34.03 | +0.28% | |
Barclays | GB0031348658 | 6.11 | 216.90 | -0.14% | |
GSK plc | GB00BN7SWP63 | 5.71 | 1,809.71 | -0.02% | |
Lloyds Banking | GB0008706128 | 4.40 | 54.56 | +0.04% | |
BP | GB0007980591 | 4.21 | 504.10 | +0.36% |
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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