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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1130 | 1139 | 1214 | 1252 | 1703 | 2269 |
Fund Return | 13.05% | 13.88% | 21.36% | 7.78% | 11.23% | 8.54% |
Place in category | 13 | 13 | 18 | 43 | 2 | 3 |
% in Category | 2 | 2 | 2 | 9 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.99B | 6.88 | 7.88 | 6.78 | ||
Artemis Global Income Fund I Acc | 719.22M | 15.79 | 12.36 | 9.81 | ||
Artemis Global Income Fund I Inc | 597.36M | 15.79 | 12.36 | 9.81 | ||
GB00BMMV5766 | 837.17M | -1.28 | 13.06 | - | ||
Artemis Monthly Distribution Fund i | 402.16M | 8.32 | 6.22 | 6.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 40.91M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund I | 2.87B | 1.61 | 1.63 | 7.61 | ||
Liontrust Special Situations Fund A | 6.14M | 0.92 | 2.88 | 7.38 | ||
Fidelity Special Situations Fund W | 2.42B | 4.72 | 7.67 | 6.67 | ||
Fidelity Special Situations | 438.5M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Barclays | GB0031348658 | 5.73 | 214.55 | +0.28% | |
NatWest Group | GB00BM8PJY71 | 5.37 | 320.00 | +0.22% | |
3I Group | GB00B1YW4409 | 5.13 | 2,919.00 | +2.38% | |
Rolls-Royce Holdings | GB00B63H8491 | 4.81 | 420.70 | -0.69% | |
Shell | GB00BP6MXD84 | 4.40 | 34.34 | -0.20% |
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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