Investment Company Performance Tables

The Performance Table tool allows you to see how Investment Companies are performing by comparing them to their peers.

Performance Table Controls
reverse the order Name
Price
30 Day Chg
Beta
NAV (Est.)
Gearing
Discount
Div Yield
Div Growth 1yr
3 Mth Chg
1 Year Chg
3 Year Chg
Aberdeen UK Tracker Trust 306.50p 5.15% 0.8 327.44p n/a -6.40% n/a 5.62% 4.97% 28.51% 38.22%
Artemis Alpha Trust 280.00p -3.78% 0.3 321.26p 18 -12.84% 1.05% 3.51% -8.20% 2.19% 16.67%
Aurora Investment Trust 149.75p -0.66% 0.0 180.55p 24 -17.06% 2.37% 1.43% -2.44% 0.17% -18.83%
Capital Gearing Trust 3,620.00p 1.54% 0.0 3,180.36p n/a 13.82% n/a 1.61% 6.30% 21.48% 34.57%
Crystal Amber Fund Ltd. 126.75p 7.42% 0.0 140.94p n/a -10.07% 0.39% 0.00% 25.50% 46.96% 17.36%
Fidelity Special Values 770.00p 8.15% 0.8 777.56p 20 -0.97% 1.66% 15.56% 15.79% 59.17% 48.65%
Hansa Trust 813.50p 1.94% 0.1 1,092.10p 1 -25.51% 1.72% 300.00% 1.18% 4.29% 11.82%
Hansa Trust 'A' Non Voting Shares 805.00p 0.94% 0.2 1,092.10p 1 -26.29% 1.72% 300.00% 0.62% 5.92% 12.20%
Henderson Opportunities Trust 619.50p 7.83% 0.4 770.09p 12 -19.55% 1.45% 0.00% 6.17% 57.13% 74.75%
Invesco Perpetual Select Trust UK Equity Shares 143.50p 11.03% 0.1 142.28p 15 0.86% 2.96% 1.19% 19.09% 57.69% 76.07%
JPMorgan Mid Cap Inv Trust 633.00p 7.74% 0.8 750.28p 13 -15.63% 2.63% 0.00% 15.72% 65.49% 76.32%
Keystone Inv Trust 1,620.00p 3.32% 0.5 1,648.90p 15 -1.75% 2.97% 4.30% 10.96% 36.36% 63.80%
Manchester & London Inv Trust 322.50p -1.38% 0.6 375.80p 11 -14.18% 4.03% 4.00% -5.56% 16.01% 3.04%
Mercantile Investment Trust (The) 1,342.00p 6.93% 0.8 1,540.96p 12 -12.91% 2.63% 0.00% 7.36% 46.43% 49.44%
Schroder UK Growth Fund 168.62p 11.67% 0.8 183.19p 9 -7.95% 2.05% 16.67% 7.06% 46.31% 57.23%
Schroder UK Mid Cap Fund 365.50p 4.13% 0.8 428.55p 7 -14.71% 1.81% 10.00% 7.03% 56.87% 95.45%
UK Select Trust Ltd. 173.50p 6.44% 0.1 172.74p n/a 0.44% 2.39% 1.22% 8.78% 43.39% 39.36%

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