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Witan Peer Group

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 view chart
Artemis Global Growth -3.52 -0.70 -12.57 -34.38 -24.45 26.24 -32.58 view chart
Fidelity MM Growth Portfolio -1.93 5.89 0.60 -18.48 -21.00 6.09 - view chart
Foreign & Colonial Investment Trust -5.32 -1.77 -4.34 -18.06 -7.13 42.35 23.09 view chart
Hargreaves Lansdown Special Situations -2.09 9.94 6.22 -18.13 -15.25 20.74 - view chart
Jupiter Merlin WW Portfolio -2.82 3.34 -2.16 -11.27 -2.97 41.61 - view chart
Neptune Global Equity -6.37 6.00 3.02 -27.47 -5.40 67.39 - view chart
New Star Global Strategic Capital 3.03 25.87 11.85 -29.38 -34.82 2.84 34.34 view chart
Scottish Mortgage Investment Trust -5.31 10.61 9.40 -32.74 -13.29 45.46 15.85 view chart
Skandia IM Global Best Ideas -3.14 7.00 7.03 -19.40 -18.79 - - view chart
T Bailey Growth -3.42 6.61 1.26 -18.89 -11.38 25.99 - view chart
Witan Investment Trust -5.82 4.62 -3.09 -14.94 -11.69 28.77 5.86 view chart
Witan Pacific Investment Trust -0.53 17.36 5.19 -7.19 -3.55 36.49 1.84 view chart
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 view chart
Artemis Global Growth 34.68 24.07 28.84 -10.64 -34.38 view chart
Fidelity MM Growth Portfolio 13.34 18.49 16.88 -17.09 -18.48 view chart
Foreign & Colonial Investment Trust 23.20 24.41 23.33 -8.10 -18.06 view chart
Hargreaves Lansdown Special Situations 17.15 21.61 20.21 -13.90 -18.13 view chart
Jupiter Merlin WW Portfolio 21.69 19.94 17.30 -6.78 -11.27 view chart
Neptune Global Equity 21.93 45.12 30.14 0.22 -27.47 view chart
New Star Global Strategic Capital 22.41 28.89 18.01 -21.79 -29.38 view chart
Scottish Mortgage Investment Trust 26.86 32.24 27.98 0.74 -32.74 view chart
Skandia IM Global Best Ideas - - 21.13 -16.82 -19.40 view chart
T Bailey Growth 18.64 19.83 18.88 -8.09 -18.89 view chart
Witan Investment Trust 25.03 16.62 21.41 -14.49 -14.94 view chart
Witan Pacific Investment Trust 14.46 23.64 14.68 -9.38 -7.19 view chart
Fund Name Crown
Rating
Standard deviation
(volatility)
Alpha Beta Sharpe Chart
Alliance Trust Plc 18.26 - - -0.02 view chart
Artemis Global Growth 22.55 -2.75 1.24 -0.03 view chart
Fidelity MM Growth Portfolio 19.00 -1.92 1.21 -0.02 view chart
Foreign & Colonial Investment Trust 20.73 - - -0.01 view chart
Hargreaves Lansdown Special Situations 17.86 -1.04 0.97 -0.02 view chart
Jupiter Merlin WW Portfolio 16.15 2.95 0.90 -0.01 view chart
Neptune Global Equity 21.88 4.45 1.15 -0.01 view chart
New Star Global Strategic Capital 22.04 -7.66 1.26 -0.04 view chart
Scottish Mortgage Investment Trust 32.28 - - -0.03 view chart
Skandia IM Global Best Ideas 21.09 -0.05 1.30 -0.02 view chart
T Bailey Growth 18.55 1.06 1.04 -0.01 view chart
Witan Investment Trust 20.37 - - -0.01 view chart
Witan Pacific Investment Trust 24.87 - - -0.01 view chart