Macquarie Valueinvest LUX Global I Cap (USD)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 7.15 | 2.42 | 11.92 | 4.63 | 8.93 | -0.07 | 5.97 | 1.54 |
+/- Category | -5.42 | 9.13 | -7.11 | -5.96 | -9.11 | 9.28 | -6.79 | -8.35 |
+/- Category Index | -5.97 | 5.92 | -9.63 | -7.62 | -10.73 | 7.65 | -9.28 | -10.69 |
% Rank in Category | 93 | 3 | 92 | 82 | 93 | 6 | 90 | 97 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.99 | -1.30 | -1.06 |
1 Week | -0.05 | -0.37 | -0.15 |
1 Month | -1.77 | -3.12 | -3.26 |
3 Months | 0.73 | -2.71 | -4.59 |
6 Months | 1.01 | -10.08 | -12.12 |
YTD | 0.97 | -9.66 | -11.98 |
1 Year | 0.90 | -17.42 | -21.36 |
3 Years Annualised | 2.86 | -3.72 | -6.02 |
5 Years Annualised | 4.05 | -4.37 | -6.30 |
10 Years Annualised | 9.08 | -0.75 | -2.77 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.18 | -2.53 | - | - |
2023 | 7.50 | 0.85 | -5.87 | 3.85 |
2022 | -4.22 | -0.65 | -2.41 | 7.62 |
2021 | 0.92 | 6.89 | -1.85 | 2.89 |
2020 | -8.44 | 10.55 | 0.84 | 2.50 |
2019 | 4.92 | 4.26 | 5.00 | -2.56 |
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