Macquarie Valueinvest LUX Global A Dist (CHF)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 6.04 | 1.31 | 10.88 | 3.70 | 7.86 | -1.01 | 5.01 | 2.20 |
+/- Category | -6.53 | 8.02 | -8.15 | -6.89 | -10.19 | 8.33 | -7.75 | -7.33 |
+/- Category Index | -7.08 | 4.81 | -10.68 | -8.55 | -11.80 | 6.70 | -10.24 | -10.03 |
% Rank in Category | 96 | 4 | 94 | 85 | 95 | 7 | 93 | 96 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.63 | 0.40 | 0.29 |
1 Week | 0.63 | -1.11 | -2.52 |
1 Month | -0.34 | 2.16 | 1.57 |
3 Months | -4.39 | -2.95 | -4.95 |
6 Months | 1.43 | -2.99 | -4.83 |
YTD | 1.12 | -6.38 | -9.59 |
1 Year | 0.75 | -12.84 | -16.71 |
3 Years Annualised | 1.70 | -3.19 | -5.77 |
5 Years Annualised | 2.90 | -5.04 | -7.57 |
10 Years Annualised | 8.12 | -1.42 | -3.33 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.95 | -2.78 | - | - |
2023 | 7.25 | 0.61 | -6.07 | 3.60 |
2022 | -4.41 | -0.94 | -2.60 | 7.33 |
2021 | 0.71 | 6.63 | -2.08 | 2.58 |
2020 | -8.66 | 10.31 | 0.62 | 2.27 |
2019 | 4.81 | 3.98 | 4.65 | -2.78 |
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