WS Lindsell Train UK Equity Fund IncomeRegister 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 | 20.66 | -1.09 | 22.81 | -2.47 | 12.72 | -6.07 | 4.64 | 0.93 |
+/- Category | 9.03 | 8.73 | 3.47 | 6.63 | -5.25 | -4.00 | -3.56 | -9.24 |
+/- Category Index | - | - | - | - | - | - | -2.98 | -9.78 |
% Rank in Category | 22 | 2 | 60 | 37 | 91 | 78 | 96 | 100 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.92 | 0.97 | 0.22 |
1 Week | 2.15 | -0.13 | 0.35 |
1 Month | -1.71 | -1.08 | -2.44 |
3 Months | -3.45 | -2.19 | -3.28 |
6 Months | -0.81 | -10.80 | -13.31 |
YTD | -1.35 | -8.68 | -11.13 |
1 Year | -2.02 | -13.80 | -16.64 |
3 Years Annualised | -0.58 | -5.50 | -7.62 |
5 Years Annualised | 1.16 | -4.25 | -5.16 |
10 Years Annualised | 7.75 | 2.16 | 1.81 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.25 | -0.33 | - | - |
2023 | 5.69 | -0.45 | -3.17 | 2.71 |
2022 | -6.99 | -8.07 | 3.47 | 6.17 |
2021 | -0.52 | 8.32 | 0.37 | 4.22 |
2020 | -15.87 | 10.09 | 1.84 | 3.39 |
2019 | 9.68 | 9.96 | 3.97 | -2.06 |
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