Macquarie Valueinvest LUX Global A Cap (JPY)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 | 6.12 | 1.41 | 11.03 | 3.66 | 7.96 | -1.04 | 5.02 | 2.12 |
+/- Category | -6.46 | 8.12 | -8.00 | -6.92 | -10.09 | 8.31 | -7.74 | -7.41 |
+/- Category Index | -7.01 | 4.92 | -10.53 | -8.59 | -11.71 | 6.68 | -10.23 | -10.11 |
% Rank in Category | 96 | 4 | 94 | 85 | 95 | 7 | 93 | 96 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.62 | 0.39 | 0.28 |
1 Week | 0.56 | -1.18 | -2.60 |
1 Month | -0.35 | 2.15 | 1.55 |
3 Months | -4.41 | -2.97 | -4.97 |
6 Months | 1.41 | -3.01 | -4.84 |
YTD | 1.05 | -6.45 | -9.67 |
1 Year | 0.72 | -12.87 | -16.75 |
3 Years Annualised | 1.70 | -3.20 | -5.77 |
5 Years Annualised | 2.91 | -5.03 | -7.56 |
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 | 3.89 | -2.76 | - | - |
2023 | 7.26 | 0.58 | -6.08 | 3.65 |
2022 | -4.50 | -0.88 | -2.62 | 7.35 |
2021 | 0.71 | 6.63 | -2.05 | 2.63 |
2020 | -8.71 | 10.36 | 0.63 | 2.25 |
2019 | 4.83 | 3.99 | 4.71 | -2.72 |
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