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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
9.23
8.88
14.45
38.29
-0.88
34.78
43.68
Artemis Global Growth
11.27
10.12
16.60
39.78
-10.02
32.43
-34.45
Fidelity MM Growth Portfolio
8.34
8.82
13.02
51.34
-7.73
24.46
-
Foreign & Colonial Investment Trust
8.78
9.48
18.33
43.03
8.85
56.39
44.24
Hargreaves Lansdown Special Situations
7.63
9.26
12.34
50.28
-3.79
32.97
-
Jupiter Merlin WW Portfolio
9.04
9.67
16.99
39.95
16.97
53.83
-
Neptune Global Equity
9.63
9.11
19.93
52.81
9.32
95.49
-
New Star Global Strategic Capital
7.10
8.14
19.67
81.09
-20.97
15.19
17.42
Scottish Mortgage Investment Trust
19.04
14.06
22.82
84.40
17.00
87.21
42.33
Skandia IM Global Best Ideas
11.51
10.70
10.58
55.84
-5.41
-
-
T Bailey Growth
8.69
7.85
14.19
51.39
5.01
42.09
34.76
Witan Investment Trust
10.89
13.65
20.17
56.17
10.33
49.34
24.59
Witan Pacific Investment Trust
11.70
12.90
15.57
71.23
15.77
66.67
6.71
Fund Name
12/03/05 to
12/03/06
12/03/06 to
12/03/07
12/03/07 to
12/03/08
12/03/08 to
12/03/09
12/03/09 to
12/03/10
Chart
Alliance Trust Plc
27.62
6.54
-7.54
-22.48
38.29
Artemis Global Growth
37.73
6.86
7.71
-40.23
39.78
Fidelity MM Growth Portfolio
25.27
7.67
-8.69
-33.23
51.34
Foreign & Colonial Investment Trust
32.36
8.55
1.33
-24.89
43.03
Hargreaves Lansdown Special Situations
24.61
10.92
-7.73
-30.62
50.28
Jupiter Merlin WW Portfolio
29.22
1.78
-0.61
-15.91
39.95
Neptune Global Equity
53.59
16.42
11.17
-35.65
52.81
New Star Global Strategic Capital
32.45
10.04
-8.25
-52.43
81.09
Scottish Mortgage Investment Trust
48.08
8.06
10.40
-42.53
84.40
Skandia IM Global Best Ideas
-
-
-4.73
-36.29
55.84
T Bailey Growth
28.08
5.65
-1.31
-29.72
51.39
Witan Investment Trust
23.37
9.71
-6.12
-24.74
56.17
Witan Pacific Investment Trust
43.10
0.61
-4.61
-29.12
71.23
Fund Name
Crown
Rating
Standard deviation
(volatility)
Alpha
Beta
Sharpe
Chart
Alliance Trust Plc
19.68
-
-
-0.01
Artemis Global Growth
23.15
-4.69
1.18
-0.02
Fidelity MM Growth Portfolio
20.08
-2.60
1.19
-0.02
Foreign & Colonial Investment Trust
21.57
-
-
0.00
Hargreaves Lansdown Special Situations
18.98
-3.64
0.96
-0.01
Jupiter Merlin WW Portfolio
17.66
3.53
0.91
0.02
Neptune Global Equity
22.65
1.88
1.09
0.00
New Star Global Strategic Capital
23.50
-6.40
1.24
-0.03
Scottish Mortgage Investment Trust
34.00
-
-
0.00
Skandia IM Global Best Ideas
22.57
-1.02
1.29
-0.02
T Bailey Growth
20.09
-1.05
1.04
-0.01
Witan Investment Trust
22.41
-
-
0.00
Witan Pacific Investment Trust
26.20
-
-
0.00
Fund Name
Initial
Charge
Total Yearly
Expense
Chart
Alliance Trust Plc
-
0.41
Artemis Global Growth
5.25
1.63
Fidelity MM Growth Portfolio
3.50
1.98
Foreign & Colonial Investment Trust
-
0.51
Hargreaves Lansdown Special Situations
5.00
2.10
Jupiter Merlin WW Portfolio
5.25
2.52
Neptune Global Equity
5.00
1.83
New Star Global Strategic Capital
5.00
1.65
Scottish Mortgage Investment Trust
-
0.52
Skandia IM Global Best Ideas
5.00
2.34
T Bailey Growth
5.00
2.23
Witan Investment Trust
-
0.46
Witan Pacific Investment Trust
-
0.84