Macquarie Valueinvest LUX Global A Dist (SEK)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 5.42 | 1.00 | 10.53 | 3.15 | 7.64 | -1.42 | 4.60 | 0.87 |
+/- Category | -7.15 | 7.72 | -8.50 | -7.44 | -10.41 | 7.93 | -8.16 | -9.02 |
+/- Category Index | -7.70 | 4.51 | -11.02 | -9.10 | -12.02 | 6.30 | -10.65 | -11.36 |
% Rank in Category | 96 | 4 | 94 | 85 | 95 | 7 | 93 | 98 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.05 | -1.36 | -1.12 |
1 Week | -0.08 | -0.40 | -0.18 |
1 Month | -2.10 | -3.45 | -3.59 |
3 Months | 0.20 | -3.24 | -5.12 |
6 Months | 0.26 | -10.83 | -12.87 |
YTD | 0.20 | -10.43 | -12.75 |
1 Year | -0.36 | -18.68 | -22.62 |
3 Years Annualised | 1.54 | -5.04 | -7.33 |
5 Years Annualised | 2.72 | -5.70 | -7.63 |
10 Years Annualised | 7.63 | -2.20 | -4.22 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.97 | -2.98 | - | - |
2023 | 7.20 | 0.37 | -6.09 | 3.52 |
2022 | -4.47 | -1.31 | -2.65 | 7.42 |
2021 | 0.63 | 6.43 | -2.07 | 2.63 |
2020 | -8.66 | 9.71 | 0.68 | 2.24 |
2019 | 4.67 | 4.01 | 4.38 | -2.73 |
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