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Witan Peer Group
Performance (cumulative)
Performance (discrete)
Ratings & Risk
Charges
Fund Name
1 Month
%
3 Month
%
6 Month
%
1 Year
%
3 Year
%
5 Year
%
10 Year
%
Chart
Alliance Trust Plc
-6.75
-0.28
-6.18
-11.28
-18.10
20.01
7.14
Artemis Global Growth
-3.52
-0.70
-12.57
-34.38
-24.45
26.24
-32.58
Fidelity MM Growth Portfolio
-1.93
5.89
0.60
-18.48
-21.00
6.09
-
Foreign & Colonial Investment Trust
-5.32
-1.77
-4.34
-18.06
-7.13
42.35
23.09
Hargreaves Lansdown Special Situations
-2.09
9.94
6.22
-18.13
-15.25
20.74
-
Jupiter Merlin WW Portfolio
-2.82
3.34
-2.16
-11.27
-2.97
41.61
-
Neptune Global Equity
-6.37
6.00
3.02
-27.47
-5.40
67.39
-
New Star Global Strategic Capital
3.03
25.87
11.85
-29.38
-34.82
2.84
34.34
Scottish Mortgage Investment Trust
-5.31
10.61
9.40
-32.74
-13.29
45.46
15.85
Skandia IM Global Best Ideas
-3.14
7.00
7.03
-19.40
-18.79
-
-
T Bailey Growth
-3.42
6.61
1.26
-18.89
-11.38
25.99
-
Witan Investment Trust
-5.82
4.62
-3.09
-14.94
-11.69
28.77
5.86
Witan Pacific Investment Trust
-0.53
17.36
5.19
-7.19
-3.55
36.49
1.84
Fund Name
03/07/04 to
03/07/05
03/07/05 to
03/07/06
03/07/06 to
03/07/07
03/07/07 to
03/07/08
03/07/08 to
03/07/09
Chart
Alliance Trust Plc
20.51
21.59
9.05
-15.35
-11.28
Artemis Global Growth
34.68
24.07
28.84
-10.64
-34.38
Fidelity MM Growth Portfolio
13.34
18.49
16.88
-17.09
-18.48
Foreign & Colonial Investment Trust
23.20
24.41
23.33
-8.10
-18.06
Hargreaves Lansdown Special Situations
17.15
21.61
20.21
-13.90
-18.13
Jupiter Merlin WW Portfolio
21.69
19.94
17.30
-6.78
-11.27
Neptune Global Equity
21.93
45.12
30.14
0.22
-27.47
New Star Global Strategic Capital
22.41
28.89
18.01
-21.79
-29.38
Scottish Mortgage Investment Trust
26.86
32.24
27.98
0.74
-32.74
Skandia IM Global Best Ideas
-
-
21.13
-16.82
-19.40
T Bailey Growth
18.64
19.83
18.88
-8.09
-18.89
Witan Investment Trust
25.03
16.62
21.41
-14.49
-14.94
Witan Pacific Investment Trust
14.46
23.64
14.68
-9.38
-7.19
Fund Name
Crown
Rating
Standard deviation
(volatility)
Alpha
Beta
Sharpe
Chart
Alliance Trust Plc
18.26
-
-
-0.02
Artemis Global Growth
22.55
-2.75
1.24
-0.03
Fidelity MM Growth Portfolio
19.00
-1.92
1.21
-0.02
Foreign & Colonial Investment Trust
20.73
-
-
-0.01
Hargreaves Lansdown Special Situations
17.86
-1.04
0.97
-0.02
Jupiter Merlin WW Portfolio
16.15
2.95
0.90
-0.01
Neptune Global Equity
21.88
4.45
1.15
-0.01
New Star Global Strategic Capital
22.04
-7.66
1.26
-0.04
Scottish Mortgage Investment Trust
32.28
-
-
-0.03
Skandia IM Global Best Ideas
21.09
-0.05
1.30
-0.02
T Bailey Growth
18.55
1.06
1.04
-0.01
Witan Investment Trust
20.37
-
-
-0.01
Witan Pacific Investment Trust
24.87
-
-
-0.01
Fund Name
Initial
Charge
Total Yearly
Expense
Chart
Alliance Trust Plc
-
0.41
Artemis Global Growth
5.25
1.66
Fidelity MM Growth Portfolio
3.50
1.99
Foreign & Colonial Investment Trust
-
0.51
Hargreaves Lansdown Special Situations
5.00
2.14
Jupiter Merlin WW Portfolio
5.25
2.58
Neptune Global Equity
5.00
1.70
New Star Global Strategic Capital
5.00
1.50
Scottish Mortgage Investment Trust
-
0.52
Skandia IM Global Best Ideas
5.00
2.36
T Bailey Growth
5.00
2.40
Witan Investment Trust
-
0.46
Witan Pacific Investment Trust
-
0.84