MI Charles Stanley Monthly High Income Fund IncRegister 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 | 5.29 | -4.24 | 12.49 | -0.67 | 3.27 | -9.99 | 7.33 | 5.31 |
+/- Category | 0.42 | -0.36 | 3.41 | -4.51 | -0.18 | 0.29 | 1.04 | 1.75 |
+/- Category Index | - | - | - | -5.84 | -0.43 | 1.08 | -0.41 | 1.02 |
% Rank in Category | 36 | 59 | 8 | 93 | 59 | 42 | 28 | 8 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | 0.29 | 0.12 |
1 Week | 1.09 | 0.48 | -0.20 |
1 Month | 1.16 | 0.94 | 0.12 |
3 Months | 2.54 | 1.33 | 0.17 |
6 Months | 6.96 | 2.94 | 1.79 |
YTD | 5.56 | 2.26 | 0.87 |
1 Year | 13.60 | 5.32 | 3.22 |
3 Years Annualised | 0.34 | 0.81 | 0.12 |
5 Years Annualised | 1.97 | 0.53 | 0.00 |
10 Years Annualised | 2.51 | -0.32 | -1.24 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.49 | 1.52 | - | - |
2023 | 0.44 | -2.18 | 2.23 | 6.86 |
2022 | -1.98 | -6.54 | -7.11 | 5.77 |
2021 | 0.08 | 2.52 | -0.29 | 0.95 |
2020 | -10.44 | 6.86 | -0.74 | 4.56 |
2019 | 4.40 | 2.41 | 1.81 | 3.33 |
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