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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1049 | 959 | 1055 | 1138 | 1631 |
Fund Return | 2.26% | 4.88% | -4.1% | 1.79% | 2.61% | 5.01% |
Place in category | 294 | 206 | 396 | 197 | 214 | 119 |
% in Category | 74 | 53 | 98 | 55 | 70 | 51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FP WHEB Sustainability Fund C Acc | 262.42M | 6.59 | 1.74 | 8.79 | ||
FP WHEB Sustainability Fund C GBP I | 285.8M | 3.75 | 2.10 | 8.48 | ||
FP WHEB Sustainability Fund A Acc | 6.24M | 2.87 | -1.38 | 8.05 | ||
Assets Fund Class C Accumulation | 137.74M | 7.55 | 5.48 | 10.00 | ||
Assets Fund Class C Income | 7.52M | 7.52 | 5.47 | 10.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 40.98M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 6.11M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.86B | 1.61 | 1.63 | 7.61 | ||
Fidelity Special Situations Fund W | 2.45B | 4.72 | 7.67 | 6.67 | ||
Fidelity Special Situations | 443.79M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 5.53 | 1,994.00 | +0.38% | |
Tesco | GB00BLGZ9862 | 5.31 | 306.70 | -1.29% | |
Inchcape | GB00B61TVQ02 | 5.10 | 806.00 | +0.31% | |
Legal & General | GB0005603997 | 5.04 | 254.70 | +1.15% | |
Shell | GB00BP6MXD84 | 5.02 | 33.12 | -0.54% |
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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