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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1010 | 1050 | 988 | 1146 | 1653 |
Fund Return | 0.98% | 0.98% | 4.98% | -0.42% | 2.76% | 5.16% |
Place in category | 348 | 348 | 252 | 283 | 232 | 108 |
% in Category | 83 | 83 | 67 | 77 | 76 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Marlborough Special Situations A Ac | 659.57M | -0.41 | -9.45 | 4.71 | ||
Marlborough Special Situations Fund | 659.57M | -0.22 | -8.76 | 5.46 | ||
Marlborough UK MicroCap Grow P Acc | 611.5M | 0.52 | -10.48 | 5.56 | ||
Multi-Cap Fund Class A Income | 264.91M | 2.31 | 3.26 | 11.44 | ||
Multi-Cap Fund Class P Income | 264.91M | 2.50 | 4.04 | 12.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 39.32M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 5.96M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.77B | 0.98 | 3.14 | 7.62 | ||
Fidelity Special Situations Fund W | 2.32B | 4.72 | 7.67 | 6.67 | ||
Fidelity Special Situations | 424.01M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 5.12 | 34.02 | -0.09% | |
iShares FTSE 250 UCITS | IE00B00FV128 | 4.97 | 1,884.2 | +1.24% | |
AstraZeneca | GB0009895292 | 4.23 | 12,024.0 | +0.30% | |
HSBC | GB0005405286 | 3.79 | 668.10 | +0.68% | |
BP | GB0007980591 | 3.32 | 523.30 | -0.29% |
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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