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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
4.52
7.97
8.38
0.91
39.73
9.23
64.25
Artemis Global Growth
5.90
6.38
8.34
-0.70
40.96
1.67
36.09
Fidelity MM Growth Portfolio
5.12
5.23
3.91
-0.75
49.96
0.13
-
Foreign & Colonial Investment Trust
4.88
6.05
9.31
-1.01
48.04
18.91
73.29
Hargreaves Lansdown Special Situations
6.30
5.58
6.10
-4.11
56.93
4.91
89.77
Jupiter Merlin WW Portfolio
4.18
5.34
7.04
-1.48
47.00
26.87
-
Neptune Global Equity
7.74
5.69
3.99
-8.12
55.42
14.97
183.65
New Star Global Strategic Capital
6.51
4.27
-4.04
-10.22
77.09
-14.95
62.20
Scottish Mortgage Investment Trust
13.63
6.79
2.17
-4.17
112.69
39.99
144.55
Skandia IM Global Best Ideas
8.24
7.66
6.26
-6.03
61.86
6.71
-
T Bailey Growth
5.89
6.15
7.29
-3.16
44.56
7.54
75.60
Witan Investment Trust
7.34
8.52
6.68
-3.06
53.73
17.76
63.21
Witan Pacific Investment Trust
8.05
5.95
0.96
-5.88
67.77
28.51
131.97
Fund Name
07/02/07 to
07/02/08
07/02/08 to
07/02/09
07/02/09 to
07/02/10
07/02/10 to
07/02/11
07/02/11 to
07/02/12
Chart
Alliance Trust Plc
-7.83
-15.19
12.50
23.09
0.91
Artemis Global Growth
7.61
-32.98
9.77
29.32
-0.70
Fidelity MM Growth Portfolio
-7.23
-28.03
27.80
18.22
-0.75
Foreign & Colonial Investment Trust
2.04
-21.28
20.47
24.14
-1.01
Hargreaves Lansdown Special Situations
-6.85
-28.24
35.17
21.07
-4.11
Jupiter Merlin WW Portfolio
-0.39
-13.36
20.61
23.71
-1.48
Neptune Global Equity
12.95
-34.50
31.73
28.41
-8.12
New Star Global Strategic Capital
-8.34
-47.60
55.29
27.03
-10.22
Scottish Mortgage Investment Trust
9.94
-40.13
43.25
54.94
-4.17
Skandia IM Global Best Ideas
-6.27
-29.66
27.51
35.07
-6.03
T Bailey Growth
0.63
-26.07
29.39
15.37
-3.16
Witan Investment Trust
-4.83
-19.51
27.37
24.50
-3.06
Witan Pacific Investment Trust
-0.18
-23.26
34.27
32.75
-5.88
Fund Name
Crown
Rating
Standard deviation
(volatility)
Alpha
Beta
Sharpe
Chart
Alliance Trust Plc
16.74
-
-
0.55
Artemis Global Growth
18.57
-2.25
1.14
0.41
Fidelity MM Growth Portfolio
14.86
0.82
1.10
0.67
Foreign & Colonial Investment Trust
16.78
-
-
0.61
Hargreaves Lansdown Special Situations
15.09
3.34
0.90
0.72
Jupiter Merlin WW Portfolio
12.30
2.96
0.74
0.71
Neptune Global Equity
17.80
2.41
1.03
0.64
New Star Global Strategic Capital
16.12
8.59
0.94
1.00
Scottish Mortgage Investment Trust
26.66
-
-
0.93
Skandia IM Global Best Ideas
19.21
-0.01
1.41
0.64
T Bailey Growth
16.43
-0.94
1.03
0.48
Witan Investment Trust
19.66
-
-
0.55
Witan Pacific Investment Trust
19.54
-
-
0.75
Fund Name
Initial
Charge
Total Yearly
Expense
Chart
Alliance Trust Plc
-
0.41
Artemis Global Growth
5.25
1.64
Fidelity MM Growth Portfolio
3.50
2.17
Foreign & Colonial Investment Trust
-
0.51
Hargreaves Lansdown Special Situations
5.00
1.96
Jupiter Merlin WW Portfolio
5.25
2.51
Neptune Global Equity
5.00
1.80
New Star Global Strategic Capital
5.00
1.52
Scottish Mortgage Investment Trust
-
0.52
Skandia IM Global Best Ideas
5.00
2.31
T Bailey Growth
5.00
2.42
Witan Investment Trust
-
0.46
Witan Pacific Investment Trust
-
0.84