MI Chelverton UK Equity Income Fund B Income sharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 24.25 | -14.19 | 22.96 | -14.44 | 22.69 | -12.18 | 2.38 | 11.79 |
+/- Category | 13.52 | -3.63 | 4.02 | -1.89 | 4.89 | -8.74 | -4.37 | 0.52 |
+/- Category Index | - | - | - | - | - | - | -5.24 | 0.27 |
% Rank in Category | 3 | 84 | 28 | 73 | 18 | 88 | 91 | 43 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.71 | 0.16 | 0.28 |
1 Week | 0.20 | -0.16 | -1.03 |
1 Month | -1.89 | -1.43 | -1.91 |
3 Months | 3.36 | -0.49 | 0.05 |
6 Months | 11.67 | 3.31 | 3.97 |
YTD | 10.17 | -0.39 | -0.91 |
1 Year | 18.46 | 2.39 | 3.80 |
3 Years Annualised | -0.83 | -6.89 | -8.90 |
5 Years Annualised | 2.96 | -2.46 | -2.58 |
10 Years Annualised | 5.34 | -0.22 | -0.78 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.48 | 7.35 | - | - |
2023 | -0.86 | -2.95 | -0.84 | 7.32 |
2022 | -6.23 | -9.40 | -9.68 | 14.45 |
2021 | 9.57 | 7.51 | 4.25 | -0.08 |
2020 | -38.56 | 13.40 | -0.11 | 22.93 |
2019 | 8.25 | 0.46 | 1.93 | 10.93 |
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