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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1032 | 1072 | 1323 | 1284 | 1582 |
Fund Return | 3.22% | 3.22% | 7.16% | 9.78% | 5.12% | 4.7% |
Place in category | 182 | 182 | 289 | 26 | 148 | 138 |
% in Category | 34 | 34 | 61 | 5 | 39 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.86B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.86B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.66B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.66B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 14.91B | 6.40 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.93B | 5.82 | 8.22 | 6.86 | ||
TB Evenlode Income B Income | 3.33B | 0.66 | 7.02 | 8.54 | ||
UK Equity Income Fund Retail Income | 139.56M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Institutional | 90.19M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Z Accumulatio | 731.96M | 1.50 | 7.38 | 6.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Glencore | JE00B4T3BW64 | 4.95 | 469.50 | -0.83% | |
Shell | GB00BP6MXD84 | 4.80 | 33.82 | -0.59% | |
British American Tobacco | GB0002875804 | 4.78 | 2,357.4 | +0.53% | |
BP | GB0007980591 | 4.73 | 522.10 | -0.23% | |
Unilever | GB00B10RZP78 | 4.71 | 48.44 | +0.79% |
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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