Macquarie Valueinvest LUX Global A Dist (GBP)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.21 | 1.53 | 10.92 | 3.78 | 7.98 | -0.95 | 5.00 | 3.64 |
+/- Category | -6.37 | 8.24 | -8.11 | -6.81 | -10.07 | 8.40 | -7.77 | -6.27 |
+/- Category Index | -6.91 | 5.04 | -10.63 | -8.48 | -11.68 | 6.77 | -10.25 | -8.82 |
% Rank in Category | 96 | 4 | 94 | 85 | 95 | 7 | 93 | 94 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.02 | -0.06 | 0.16 |
1 Week | 0.16 | -1.83 | -1.51 |
1 Month | 1.45 | 1.68 | 2.34 |
3 Months | 1.19 | 0.91 | 1.13 |
6 Months | 1.05 | -2.36 | -4.11 |
YTD | 3.56 | -5.89 | -7.80 |
1 Year | 4.64 | -8.91 | -11.27 |
3 Years Annualised | 3.52 | -1.89 | -3.93 |
5 Years Annualised | 3.69 | -4.48 | -6.33 |
10 Years Annualised | 8.12 | -1.12 | -2.98 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.96 | -2.73 | - | - |
2023 | 7.23 | 0.66 | -6.10 | 3.59 |
2022 | -4.49 | -0.79 | -2.66 | 7.39 |
2021 | 0.72 | 6.66 | -2.09 | 2.66 |
2020 | -8.60 | 10.34 | 0.66 | 2.23 |
2019 | 4.70 | 4.04 | 4.73 | -2.77 |
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