VT Munro Smart-Beta UK Fund Class X Inc DirectRegister 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 | 12.88 | -8.91 | 15.40 | -15.42 | 18.29 | 8.63 | 5.16 | 11.38 |
+/- Category | 1.24 | 0.91 | -3.94 | -6.32 | 0.32 | 10.70 | -3.05 | 0.65 |
+/- Category Index | - | - | - | - | - | - | -2.47 | -0.15 |
% Rank in Category | 31 | 32 | 89 | 96 | 28 | 2 | 96 | 45 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.90 | 0.87 | 0.82 |
1 Week | 1.50 | 0.84 | 1.28 |
1 Month | 0.81 | 0.89 | 0.91 |
3 Months | 4.38 | 1.21 | 1.23 |
6 Months | 11.15 | 2.80 | 1.23 |
YTD | 10.94 | 1.73 | 0.57 |
1 Year | 11.94 | 0.62 | -0.17 |
3 Years Annualised | 10.66 | 4.57 | 2.69 |
5 Years Annualised | 5.81 | 0.64 | 0.16 |
10 Years Annualised | 5.25 | -0.34 | -0.58 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.56 | 5.21 | - | - |
2023 | 1.19 | -1.71 | 4.09 | 1.57 |
2022 | 6.84 | -4.67 | -2.88 | 9.81 |
2021 | 7.97 | 3.17 | 0.71 | 5.44 |
2020 | -27.77 | 9.03 | -7.28 | 15.83 |
2019 | 8.58 | 2.03 | 0.02 | 4.14 |
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