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