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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1092 | 1132 | 1069 | 1115 | 1223 | 1713 |
Fund Return | 9.2% | 13.24% | 6.89% | 3.7% | 4.11% | 5.53% |
Place in category | 136 | 29 | 332 | 141 | 193 | 109 |
% in Category | 30 | 7 | 86 | 36 | 61 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FP WHEB Sustainability Fund A Acc | 5.71M | 3.92 | -0.59 | 7.89 | ||
FP WHEB Sustainability Fund C Acc | 245.24M | 4.21 | 0.07 | 8.60 | ||
FP WHEB Sustainability Fund C GBP I | 274.48M | 3.10 | -0.74 | 8.77 | ||
Assets Fund Class C Accumulation | 135.28M | 7.97 | 5.47 | 9.79 | ||
Assets Fund Class C Income | 7.43M | 7.94 | 5.46 | 9.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 39.9M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 5.94M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.75B | 7.21 | 3.22 | 8.09 | ||
Fidelity Special Situations Fund W | 2.29B | 11.98 | 7.15 | 7.09 | ||
Fidelity Special Situations | 426.68M | -1.00 | 7.74 | 4.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 5.49 | 1,980.00 | -0.50% | |
Shell | GB00BP6MXD84 | 5.27 | 32.40 | -0.61% | |
Barclays | GB0031348658 | 5.02 | 205.15 | -1.70% | |
Inchcape | GB00B61TVQ02 | 4.92 | 756.00 | -2.83% | |
Smith & Nephew | GB0009223206 | 4.85 | 1,011.00 | -0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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