Macquarie Valueinvest LUX Global A Cap (CHF)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 6.10 | 1.40 | 10.98 | 3.75 | 7.88 | -1.00 | 5.00 | 2.18 |
+/- Category | -6.48 | 8.11 | -8.05 | -6.84 | -10.17 | 8.35 | -7.76 | -7.34 |
+/- Category Index | -7.02 | 4.91 | -10.57 | -8.51 | -11.78 | 6.72 | -10.25 | -10.04 |
% Rank in Category | 96 | 4 | 94 | 85 | 95 | 7 | 93 | 96 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.63 | 0.40 | 0.29 |
1 Week | 0.63 | -1.11 | -2.52 |
1 Month | -0.33 | 2.17 | 1.57 |
3 Months | -4.40 | -2.96 | -4.96 |
6 Months | 1.41 | -3.01 | -4.84 |
YTD | 1.11 | -6.39 | -9.61 |
1 Year | 0.74 | -12.85 | -16.73 |
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 | 3.96 | -2.80 | - | - |
2023 | 7.25 | 0.60 | -6.07 | 3.60 |
2022 | -4.41 | -0.94 | -2.59 | 7.33 |
2021 | 0.70 | 6.65 | -2.08 | 2.58 |
2020 | -8.66 | 10.36 | 0.63 | 2.27 |
2019 | 4.87 | 3.98 | 4.68 | -2.77 |
|
Advertisement |