Macquarie Valueinvest LUX Global B (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 | 7.09 | 2.37 | 11.84 | 4.65 | 8.86 | -0.10 | 5.97 | 2.76 |
+/- Category | -5.48 | 9.08 | -7.19 | -5.94 | -9.19 | 9.24 | -6.80 | -6.77 |
+/- Category Index | -6.03 | 5.88 | -9.72 | -7.60 | -10.80 | 7.62 | -9.28 | -9.47 |
% Rank in Category | 93 | 3 | 93 | 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 | 1.65 |
3 Months | -4.15 | -2.71 | -4.71 |
6 Months | 1.91 | -2.51 | -4.35 |
YTD | 1.71 | -5.79 | -9.01 |
1 Year | 1.68 | -11.91 | -15.79 |
3 Years Annualised | 2.64 | -2.26 | -4.83 |
5 Years Annualised | 3.84 | -4.10 | -6.63 |
10 Years Annualised | - | - | - |
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 | 4.19 | -2.56 | - | - |
2023 | 7.50 | 0.83 | -5.86 | 3.84 |
2022 | -4.20 | -0.72 | -2.37 | 7.58 |
2021 | 0.92 | 6.88 | -1.87 | 2.85 |
2020 | -8.45 | 10.60 | 0.85 | 2.50 |
2019 | 4.96 | 4.24 | 4.96 | -2.61 |
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