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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 1004 | 1099 | 1121 | 1495 | 2031 |
Fund Return | 6.56% | 0.39% | 9.89% | 3.87% | 8.37% | 7.34% |
Place in category | 192 | 371 | 261 | 135 | 22 | 19 |
% in Category | 46 | 91 | 67 | 34 | 5 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.1B | 9.69 | 5.45 | 7.42 | ||
International Index Tracking Fund 2 | 851.5M | 11.59 | 7.74 | 11.95 | ||
International Index Tracking Fund 1 | 851.5M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 2 GBP Inc | 781.73M | 0.22 | 5.64 | 4.99 | ||
UK Equity Income Fund 1 GBP Inc | 781.73M | 0.19 | 5.44 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 37.45M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund I | 2.59B | 7.15 | 0.69 | 8.04 | ||
Liontrust Special Situations Fund A | 5.73M | 5.06 | 2.11 | 7.79 | ||
Fidelity Special Situations Fund W | 2.45B | 16.79 | 9.28 | 7.86 | ||
Fidelity Special Situations | 442.62M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Unilever | GB00B10RZP78 | 6.09 | 59.08 | -0.10% | |
Shell | GB00BP6MXD84 | 5.20 | 30.21 | -2.27% | |
Sage | GB00B8C3BL03 | 4.79 | 985.20 | -0.93% | |
Intermediate Capital | GB00BYT1DJ19 | 4.64 | 2,052.00 | -0.77% | |
GSK plc | GB00BN7SWP63 | 4.31 | 1,651.50 | +0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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