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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 | 14.55 | -0.73 | 27.32 | 19.16 | 23.92 | -24.69 | 14.98 | 7.69 |
+/- Category | 0.35 | 9.79 | 10.24 | 4.86 | 8.89 | -14.88 | 5.51 | 1.32 |
+/- Category Index | 1.52 | 3.51 | 5.98 | 6.67 | 4.92 | -16.64 | 0.34 | -3.98 |
% Rank in Category | 47 | 8 | 7 | 32 | 15 | 94 | 18 | 43 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.58 | 0.47 | 0.27 |
1 Week | 1.49 | -0.13 | -1.51 |
1 Month | -0.87 | 1.73 | 1.00 |
3 Months | 0.94 | 4.23 | 0.73 |
6 Months | 1.29 | -1.07 | -4.58 |
YTD | 8.28 | 4.95 | -1.55 |
1 Year | 19.45 | 10.52 | 2.95 |
3 Years Annualised | -0.14 | -1.00 | -6.88 |
5 Years Annualised | 6.65 | 0.07 | -3.36 |
10 Years Annualised | 11.64 | 3.15 | 0.47 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.46 | 1.69 | - | - |
2023 | 3.19 | 3.78 | -0.23 | 7.62 |
2022 | -8.86 | -14.55 | 0.84 | -4.11 |
2021 | 2.27 | 9.44 | 4.81 | 5.63 |
2020 | -11.65 | 20.86 | 4.90 | 6.38 |
2019 | 13.68 | 6.26 | 5.02 | 0.37 |
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