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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1091 | 1109 | 1487 | 1907 | 4298 |
Fund Return | 4.22% | 9.13% | 10.92% | 14.13% | 13.78% | 15.7% |
Place in category | 112 | 103 | 110 | 75 | 17 | 5 |
% in Category | 40 | 32 | 37 | 30 | 12 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 90.67M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 140.77M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 117.97M | 1.30 | 6.55 | 5.58 | ||
UK Equity Income Fund Z Accumulatio | 736.21M | 1.50 | 7.38 | 6.41 | ||
UK Equity Income Fund Z Income GBP | 686.85M | 1.50 | 7.39 | 6.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.47B | 7.67 | 9.61 | 12.16 | ||
JPM US Equity Income Fund B Net Inc | 3.47B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Acc | 3.47B | 7.75 | 9.99 | 12.52 | ||
JPM US Equity Income Fund C Net Inc | 3.47B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund X Net Acc | 3.47B | 3.29 | 11.72 | 13.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.06 | 406.66 | +2.22% | |
Broadcom | US11135F1012 | 5.60 | 1,278.11 | +3.19% | |
Eli Lilly | US5324571083 | 3.02 | 735.54 | -2.69% | |
Merck&Co | US58933Y1055 | 2.99 | 127.52 | -0.58% | |
Procter&Gamble | US7427181091 | 2.90 | 164.47 | +0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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