Smith & Williamson Aubrey Glb Convic AccRegister 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 | 36.96 | -6.86 | 29.01 | 49.19 | 4.10 | -38.15 | 10.04 | 20.36 |
+/- Category | 22.76 | 3.66 | 11.93 | 34.89 | -10.93 | -28.34 | 0.57 | 14.47 |
+/- Category Index | 23.93 | -2.62 | 7.67 | 36.70 | -14.90 | -30.10 | -4.60 | 9.15 |
% Rank in Category | 2 | 67 | 5 | 3 | 93 | 100 | 44 | 1 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.22 | -0.57 | -0.34 |
1 Week | -0.32 | -1.11 | -0.69 |
1 Month | 1.36 | 0.13 | -0.28 |
3 Months | 0.79 | -1.29 | -4.23 |
6 Months | 18.68 | 10.55 | 6.18 |
YTD | 20.04 | 13.42 | 7.99 |
1 Year | 31.29 | 18.36 | 10.05 |
3 Years Annualised | -5.71 | -8.41 | -13.85 |
5 Years Annualised | 3.97 | -2.87 | -5.92 |
10 Years Annualised | 10.36 | 1.75 | -1.20 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.75 | 1.36 | - | - |
2023 | 8.14 | -6.45 | -1.76 | 10.72 |
2022 | -20.71 | -20.93 | -2.52 | 1.21 |
2021 | -5.53 | 9.64 | 2.95 | -2.38 |
2020 | -4.13 | 37.82 | 9.98 | 2.67 |
2019 | 18.97 | 9.75 | -1.32 | 0.12 |
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