FTGF ClearBridge US Value Fund Premier Class US$ AccumulatingRegister 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 | 4.20 | -7.95 | 20.90 | 8.94 | 28.33 | 4.66 | 11.26 | 9.24 |
+/- Category | -1.50 | -4.30 | 1.85 | 8.33 | 2.20 | 0.64 | 5.67 | 1.78 |
+/- Category Index | -1.99 | -5.41 | -1.38 | 9.76 | 1.52 | 0.61 | 4.16 | -0.54 |
% Rank in Category | 94 | 93 | 78 | 81 | 34 | 49 | 9 | 19 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | -0.62 | -0.50 |
1 Week | 1.37 | 0.04 | 0.31 |
1 Month | 1.17 | 0.04 | -0.30 |
3 Months | 2.08 | 1.93 | -0.90 |
6 Months | 10.39 | 2.50 | 0.21 |
YTD | 9.55 | 2.32 | -0.55 |
1 Year | 19.76 | 3.98 | -0.67 |
3 Years Annualised | 11.40 | 2.68 | 0.61 |
5 Years Annualised | 12.04 | 3.20 | 1.96 |
10 Years Annualised | 12.49 | 1.52 | -0.09 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.81 | -1.41 | - | - |
2023 | -0.92 | 3.59 | 2.32 | 5.94 |
2022 | 3.87 | -7.85 | 4.33 | 4.80 |
2021 | 15.74 | 5.33 | -0.86 | 6.17 |
2020 | -24.40 | 21.50 | -0.45 | 19.13 |
2019 | 12.16 | 4.84 | 4.10 | -1.23 |
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