Industry: Collective Investments
| Symbol | Full Name | Sector | Industry | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brunner Investment Trust | Financial Services | Collective Investments | 17.85% | 12.37% | 1.68% | ||||||||
| CC Japan Income and Growth Trust plc | Financial Services | Collective Investments | 6.99% | — | 2.91% | ||||||||
| Capital Gearing Trust | Financial Services | Collective Investments | 3.87% | 4.57% | 1.87% | ||||||||
| Caledonia Investments | Financial Services | Collective Investments | -0.09% | 7.79% | 2.01% | ||||||||
| CVC Income & Growth Limited | Financial Services | Collective Investments | 24.99% | 2.40% | 8.70% | ||||||||
| Dunedin Income Growth Investment Trust plc | Financial Services | Collective Investments | 4.52% | 4.98% | 4.84% | ||||||||
| Diverse Income Trust plc | Financial Services | Collective Investments | — | — | — | ||||||||
| Downing Renewables & Infrastructure Trust plc | Financial Services | Collective Investments | -6.84% | — | 7.04% | ||||||||
| Develop North plc | Financial Services | Collective Investments | 1.32% | — | 5.13% | ||||||||
| Edinburgh Investment Trust | Financial Services | Collective Investments | 13.02% | 5.93% | 3.62% | ||||||||
| The European Smaller Companies Trust plc | Financial Services | Collective Investments | 7.46% | 12.30% | 2.70% | ||||||||
| Fidelity Asian Values | Financial Services | Collective Investments | -6.61% | 8.94% | 3.02% | ||||||||
| F&C Investment Trust plc | Financial Services | Collective Investments | 7.48% | 10.75% | 1.46% | ||||||||
| Fidelity China Special Situations plc | Financial Services | Collective Investments | -15.55% | 5.33% | 3.69% | ||||||||
| Fidelity European Values | Financial Services | Collective Investments | 8.59% | 11.57% | 3.07% | ||||||||
| Finsbury Growth & Income Trust | Financial Services | Collective Investments | 0.34% | 7.08% | 2.27% | ||||||||
| Fidelity Japanese Values plc ORD | Financial Services | Collective Investments | -11.62% | 8.31% | 0.00% | ||||||||
| Foresight Solar Fund Ltd | Financial Services | Collective Investments | -1.27% | 4.99% | 8.00% | ||||||||
| Fidelity Special Values | Financial Services | Collective Investments | 14.83% | 8.61% | 3.00% | ||||||||
| GCP Infrastructure Investments Limited | Financial Services | Collective Investments | 16.77% | 2.75% | 8.93% |