Macquarie Valueinvest LUX Global A Cap (USD)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 | 6.11 | 1.40 | 11.02 | 3.68 | 7.92 | -1.01 | 4.96 | 2.20 |
+/- Category | -6.46 | 8.12 | -8.01 | -6.91 | -10.13 | 8.34 | -7.80 | -7.33 |
+/- Category Index | -7.01 | 4.91 | -10.53 | -8.57 | -11.74 | 6.71 | -10.28 | -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 | 0.57 | 0.34 | 0.23 |
1 Week | 0.57 | -1.16 | -2.58 |
1 Month | -0.38 | 2.11 | 1.52 |
3 Months | -4.44 | -3.00 | -5.00 |
6 Months | 1.38 | -3.04 | -4.88 |
YTD | 1.06 | -6.43 | -9.65 |
1 Year | 0.69 | -12.90 | -16.78 |
3 Years Annualised | 1.68 | -3.21 | -5.79 |
5 Years Annualised | 2.90 | -5.04 | -7.57 |
10 Years Annualised | 8.16 | -1.38 | -3.29 |
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 | 3.93 | -2.77 | - | - |
2023 | 7.25 | 0.60 | -6.10 | 3.60 |
2022 | -4.44 | -0.88 | -2.65 | 7.36 |
2021 | 0.70 | 6.65 | -2.07 | 2.61 |
2020 | -8.65 | 10.30 | 0.62 | 2.26 |
2019 | 4.82 | 3.99 | 4.71 | -2.73 |
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