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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 779 | 1035 | 811 | 1266 | 1647 | 3192 |
Fund Return | -22.06% | 3.53% | -18.92% | 8.17% | 10.5% | 12.31% |
Place in category | 1845 | 522 | 1708 | 348 | 201 | 176 |
% in Category | 78 | 20 | 76 | 20 | 18 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 41.11M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 6.08M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.86B | 1.61 | 1.63 | 7.61 | ||
GB0030030174 | 397.95M | -21.82 | 8.64 | 12.78 | ||
Liontrust European Growth Fund I In | 752.37M | 7.22 | 12.33 | 12.00 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.14B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity I Inc | 4.54B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity R Acc | 595.77M | 6.92 | 5.21 | 14.98 | ||
Fundsmith Equity R Inc | 17.28M | 6.92 | 5.21 | 14.97 | ||
Fundsmith Equity T Acc | 4.11B | 7.10 | 5.74 | 15.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cadence Design | US1273871087 | 3.84 | 286.31 | -0.66% | |
Alphabet A | US02079K3059 | 3.68 | 172.50 | +0.23% | |
Visa A | US92826C8394 | 3.64 | 272.46 | +0.43% | |
Charles Schwab | US8085131055 | 3.20 | 73.28 | +1.95% | |
Thermo Fisher Scientific | US8835561023 | 3.10 | 567.98 | +0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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