Macquarie Valueinvest LUX Global A Cap (GBP)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 | 1.44 | 10.95 | 3.70 | 7.94 | -1.02 | 4.93 | 2.22 |
+/- Category | -6.46 | 8.16 | -8.08 | -6.88 | -10.11 | 8.32 | -7.83 | -7.31 |
+/- Category Index | -7.01 | 4.95 | -10.60 | -8.55 | -11.72 | 6.70 | -10.32 | -10.01 |
% Rank in Category | 96 | 4 | 94 | 85 | 95 | 7 | 93 | 96 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.53 | 0.31 | 0.20 |
1 Week | 0.55 | -1.18 | -2.60 |
1 Month | -0.39 | 2.10 | 1.51 |
3 Months | -4.46 | -3.02 | -5.02 |
6 Months | 1.35 | -3.07 | -4.90 |
YTD | 1.07 | -6.43 | -9.65 |
1 Year | 0.66 | -12.93 | -16.80 |
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 | 3.96 | -2.78 | - | - |
2023 | 7.22 | 0.60 | -6.10 | 3.59 |
2022 | -4.49 | -0.87 | -2.65 | 7.39 |
2021 | 0.72 | 6.62 | -2.09 | 2.66 |
2020 | -8.60 | 10.25 | 0.66 | 2.24 |
2019 | 4.76 | 4.03 | 4.69 | -2.76 |
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