Macquarie Valueinvest LUX Global B (GBP)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 | 7.11 | 2.42 | 11.80 | 4.61 | 8.92 | -0.12 | 5.90 | 1.54 |
+/- Category | -5.46 | 9.13 | -7.23 | -5.98 | -9.13 | 9.22 | -6.86 | -8.35 |
+/- Category Index | -6.01 | 5.93 | -9.75 | -7.64 | -10.74 | 7.59 | -9.35 | -10.69 |
% Rank in Category | 93 | 3 | 93 | 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 | -0.06 | -0.39 | -0.17 |
1 Month | -1.76 | -3.11 | -3.25 |
3 Months | 0.71 | -2.73 | -4.61 |
6 Months | 1.00 | -10.08 | -12.12 |
YTD | 0.97 | -9.65 | -11.98 |
1 Year | 0.87 | -17.45 | -21.39 |
3 Years Annualised | 2.82 | -3.76 | -6.06 |
5 Years Annualised | 4.01 | -4.40 | -6.34 |
10 Years Annualised | - | - | - |
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 | 4.20 | -2.54 | - | - |
2023 | 7.48 | 0.84 | -5.88 | 3.82 |
2022 | -4.28 | -0.65 | -2.43 | 7.64 |
2021 | 0.93 | 6.86 | -1.88 | 2.92 |
2020 | -8.40 | 10.49 | 0.88 | 2.46 |
2019 | 4.85 | 4.30 | 4.96 | -2.59 |
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