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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 782 | 1036 | 814 | 1282 | 1685 | 3328 |
Fund Return | -21.82% | 3.64% | -18.58% | 8.64% | 11% | 12.78% |
Place in category | 1800 | 503 | 1665 | 285 | 122 | 145 |
% in Category | 77 | 19 | 74 | 16 | 12 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 40.56M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 6.08M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.85B | 1.61 | 1.63 | 7.61 | ||
GB0030030067 | 1.13B | -22.06 | 8.17 | 12.31 | ||
Liontrust European Growth Fund A In | 9.96M | 8.18 | 13.91 | 11.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity T Acc | 4.2B | 7.10 | 5.74 | 15.57 | ||
Fundsmith Equity T Inc | 270.58M | 7.10 | 5.74 | 15.56 | ||
Fundsmith Equity I Acc | 15.46B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity I Inc | 4.65B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity R Acc | 606.13M | 6.92 | 5.21 | 14.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cadence Design | US1273871087 | 3.84 | 286.25 | +0.34% | |
Alphabet A | US02079K3059 | 3.68 | 168.34 | -0.95% | |
Visa A | US92826C8394 | 3.64 | 280.21 | +0.60% | |
Charles Schwab | US8085131055 | 3.20 | 75.92 | +0.64% | |
Thermo Fisher Scientific | US8835561023 | 3.10 | 591.69 | +2.38% |
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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