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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1133 | 1126 | 1063 | 1389 | 1358 | 2193 |
Fund Return | 13.29% | 12.63% | 6.32% | 11.58% | 6.31% | 8.17% |
Place in category | 20 | 20 | 121 | 25 | 17 | 24 |
% in Category | 3 | 3 | 29 | 7 | 8 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2B | 6.88 | 7.88 | 6.78 | ||
Artemis UK Select Fund I Acc | 1.43B | 13.05 | 7.78 | 8.54 | ||
Artemis Global Income Fund I Acc | 715.53M | 15.79 | 12.36 | 9.81 | ||
Artemis Global Income Fund I Inc | 597.04M | 15.79 | 12.36 | 9.81 | ||
GB00BMMV5766 | 833.57M | -1.28 | 13.06 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 41.51M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 6.11M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.9B | 1.61 | 1.63 | 7.61 | ||
Fidelity Special Situations Fund W | 2.41B | 4.72 | 7.67 | 6.67 | ||
Fidelity Special Situations | 445.72M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BP | GB0007980591 | 6.06 | 490.80 | -0.09% | |
Barclays | GB0031348658 | 5.64 | 217.55 | +0.37% | |
3I Group | GB00B1YW4409 | 5.56 | 2,960.00 | -0.57% | |
NatWest Group | GB00BM8PJY71 | 5.31 | 315.10 | -0.60% | |
Shell | GB00BP6MXD84 | 5.29 | 32.96 | +0.12% |
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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