Macquarie Valueinvest LUX Global I Cap (CHF)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 | 7.14 | 2.41 | 11.88 | 4.70 | 8.90 | -0.06 | 6.01 | 2.77 |
+/- Category | -5.44 | 9.13 | -7.15 | -5.89 | -9.15 | 9.28 | -6.75 | -6.76 |
+/- Category Index | -5.98 | 5.92 | -9.67 | -7.56 | -10.76 | 7.65 | -9.24 | -9.46 |
% Rank in Category | 93 | 3 | 92 | 82 | 93 | 6 | 90 | 95 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.63 | 0.40 | 0.29 |
1 Week | 0.64 | -1.09 | -2.51 |
1 Month | -0.25 | 2.25 | 1.66 |
3 Months | -4.15 | -2.71 | -4.71 |
6 Months | 1.92 | -2.51 | -4.34 |
YTD | 1.72 | -5.78 | -9.00 |
1 Year | 1.71 | -11.88 | -15.76 |
3 Years Annualised | 2.67 | -2.22 | -4.80 |
5 Years Annualised | 3.88 | -4.06 | -6.60 |
10 Years Annualised | 9.19 | -0.35 | -2.26 |
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 | 4.20 | -2.56 | - | - |
2023 | 7.51 | 0.85 | -5.85 | 3.85 |
2022 | -4.19 | -0.71 | -2.35 | 7.59 |
2021 | 0.93 | 6.89 | -1.87 | 2.86 |
2020 | -8.45 | 10.61 | 0.86 | 2.51 |
2019 | 4.97 | 4.24 | 4.97 | -2.60 |
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