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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1096 | 1078 | 1280 | 1645 | 1954 |
Fund Return | 2.62% | 9.63% | 7.75% | 8.59% | 10.46% | 6.93% |
Place in category | 39 | 37 | 34 | 34 | 2 | 6 |
% in Category | 8 | 7 | 7 | 8 | 1 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.92B | -0.06 | 7.79 | 5.97 | ||
Artemis Global Income Fund I Acc | 695.72M | 7.62 | 11.90 | 9.24 | ||
Artemis Global Income Fund I Inc | 577.29M | 7.63 | 11.90 | 9.24 | ||
GB00BMMV5766 | 923.53M | -1.28 | 13.06 | - | ||
Artemis Monthly Distribution Fundii | 320.57M | 3.77 | 5.64 | 6.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 40M | 2.65 | 10.18 | 7.29 | ||
Liontrust Special Situations Fund A | 5.97M | 6.03 | 4.12 | 7.45 | ||
Liontrust Special Situations Fund I | 2.83B | -1.32 | 3.59 | 7.17 | ||
Fidelity Special Situations | 415.62M | -0.36 | 17.11 | 6.21 | ||
Fidelity Special Situations Fund W | 2.27B | -0.89 | 8.55 | 5.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Barclays | GB0031348658 | 5.64 | 184.16 | +1.45% | |
NatWest Group | GB00BM8PJY71 | 5.05 | 265.20 | +0.91% | |
3I Group | GB00B1YW4409 | 5.00 | 2,805.00 | +0.11% | |
Shell | GB00BP6MXD84 | 4.63 | 30.96 | +0.86% | |
Rolls-Royce Holdings | GB00B63H8491 | 4.61 | 426.10 | +0.97% |
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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