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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 | 39.44M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 5.97M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.77B | 0.98 | 3.14 | 7.62 | ||
GB0030030067 | 1.13B | -22.06 | 8.17 | 12.31 | ||
Liontrust European Growth Fund A In | 10.04M | 8.18 | 13.91 | 11.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity T Inc | 269.93M | 9.56 | 8.70 | 15.82 | ||
Fundsmith Equity I Acc | 15.4B | 9.59 | 8.81 | 15.94 | ||
Fundsmith Equity I Inc | 4.64B | 9.59 | 8.81 | 15.93 | ||
Fundsmith Equity R Acc | 603.02M | 9.43 | 8.16 | 15.23 | ||
Fundsmith Equity R Inc | 18.44M | 9.43 | 8.16 | 15.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cadence Design | US1273871087 | 3.84 | 277.66 | -1.46% | |
Alphabet A | US02079K3059 | 3.68 | 159.13 | +0.55% | |
Visa A | US92826C8394 | 3.64 | 275.04 | +0.34% | |
Charles Schwab | US8085131055 | 3.20 | 75.20 | -0.04% | |
Thermo Fisher Scientific | US8835561023 | 3.10 | 577.62 | +0.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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