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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1047 | 1115 | 1248 | 1321 | 1908 |
Fund Return | 4.72% | 4.72% | 11.46% | 7.67% | 5.73% | 6.67% |
Place in category | 100 | 100 | 99 | 53 | 75 | 23 |
% in Category | 21 | 21 | 23 | 13 | 24 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.45M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.24B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.57M | 11.14 | 14.28 | 15.54 | ||
Fidelity Index US Fund P Accumulati | 3.58B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 109.36M | 6.60 | 11.91 | 10.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Liontrust Special Situations Fund R | 39.75M | -1.48 | 2.55 | 6.09 | ||
Liontrust Special Situations Fund A | 6.03M | 0.92 | 2.88 | 7.38 | ||
Liontrust Special Situations Fund I | 2.79B | 0.98 | 3.14 | 7.62 | ||
Fidelity Special Situations | 425.08M | -1.00 | 7.74 | 4.82 | ||
Artemis UK Select Fund I Acc | 1.34B | 9.77 | 8.24 | 7.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
DCC | IE0002424939 | 4.35 | 5,495.0 | +0.55% | |
Imperial Brands | GB0004544929 | 3.92 | 1,826.00 | -0.95% | |
CFD on AIB Group PLC | - | 3.50 | - | - | |
Roche Holding Participation | CH0012032048 | 3.24 | 217.30 | +1.49% | |
Aviva | GB00BPQY8M80 | 3.16 | 472.00 | +0.77% |
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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