Macquarie Valueinvest LUX Global B (USD)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 | 7.10 | 2.38 | 11.88 | 4.59 | 8.89 | -0.11 | 5.93 | 2.77 |
+/- Category | -5.47 | 9.09 | -7.15 | -6.00 | -9.16 | 9.24 | -6.83 | -6.76 |
+/- Category Index | -6.02 | 5.88 | -9.67 | -7.67 | -10.77 | 7.61 | -9.32 | -9.46 |
% Rank in Category | 93 | 3 | 93 | 82 | 93 | 6 | 90 | 95 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.57 | 0.35 | 0.23 |
1 Week | 0.59 | -1.14 | -2.56 |
1 Month | -0.30 | 2.20 | 1.60 |
3 Months | -4.19 | -2.75 | -4.75 |
6 Months | 1.87 | -2.55 | -4.38 |
YTD | 1.66 | -5.83 | -9.05 |
1 Year | 1.63 | -11.96 | -15.84 |
3 Years Annualised | 2.62 | -2.27 | -4.85 |
5 Years Annualised | 3.82 | -4.11 | -6.65 |
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 | 4.17 | -2.53 | - | - |
2023 | 7.49 | 0.84 | -5.88 | 3.84 |
2022 | -4.23 | -0.66 | -2.43 | 7.61 |
2021 | 0.91 | 6.88 | -1.86 | 2.88 |
2020 | -8.44 | 10.54 | 0.83 | 2.48 |
2019 | 4.91 | 4.25 | 4.98 | -2.56 |
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