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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1098 | 1216 | 1268 | 1750 | 2115 |
Fund Return | 9.77% | 9.77% | 21.64% | 8.24% | 11.84% | 7.78% |
Place in category | 21 | 21 | 18 | 38 | 2 | 4 |
% in Category | 3 | 3 | 2 | 8 | 1 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 1.91B | 5.82 | 8.22 | 6.86 | ||
Artemis Global Income Fund I Acc | 707.38M | 15.79 | 12.36 | 9.81 | ||
Artemis Global Income Fund I Inc | 583.13M | 15.79 | 12.36 | 9.81 | ||
GB00BMMV5766 | 906.39M | -1.28 | 13.06 | - | ||
Artemis Monthly Distribution Fund i | 390.76M | 8.32 | 6.22 | 6.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 39.18M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 5.94M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.76B | 0.98 | 3.14 | 7.62 | ||
Fidelity Special Situations Fund W | 2.31B | 4.72 | 7.67 | 6.67 | ||
Fidelity Special Situations | 422.78M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Barclays | GB0031348658 | 5.73 | 204.35 | +0.17% | |
NatWest Group | GB00BM8PJY71 | 5.37 | 307.40 | +6.07% | |
3I Group | GB00B1YW4409 | 5.13 | 2,879.00 | +1.27% | |
Rolls-Royce Holdings | GB00B63H8491 | 4.81 | 421.10 | +3.80% | |
Shell | GB00BP6MXD84 | 4.40 | 34.05 | +0.01% |
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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