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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 | 247.78M | 3.10 | -0.74 | 8.77 | ||
FP WHEB Sustainability Fund C GBP I | 275.51M | 3.10 | -0.74 | 8.77 | ||
FP WHEB Sustainability Fund A Acc | 6.03M | 2.87 | -1.38 | 8.05 | ||
Assets Fund Class C Accumulation | 134.5M | 7.55 | 5.48 | 10.00 | ||
Assets Fund Class C Income | 7.36M | 7.52 | 5.47 | 10.08 |
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 | ||
Fidelity Special Situations Fund W | 2.34B | 7.57 | 7.23 | 6.79 | ||
Fidelity Special Situations | 437.95M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 5.53 | 1,941.00 | +0.86% | |
Tesco | GB00BLGZ9862 | 5.31 | 311.00 | -0.16% | |
Inchcape | GB00B61TVQ02 | 5.10 | 796.00 | -2.51% | |
Legal & General | GB0005603997 | 5.04 | 250.00 | -0.48% | |
Shell | GB00BP6MXD84 | 5.02 | 33.21 | +0.70% |
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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