ES River and Mercantile UK Equity Income Fund B IncRegister 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 | 12.72 | -10.81 | 14.84 | -1.78 | 13.02 | -0.67 | 6.45 | 7.35 |
+/- Category | 1.99 | -0.25 | -4.11 | 10.78 | -4.79 | 2.77 | -0.31 | 0.78 |
+/- Category Index | - | - | - | - | - | - | -1.17 | 0.05 |
% Rank in Category | 25 | 52 | 79 | 4 | 92 | 45 | 63 | 48 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | 0.08 | 0.77 |
1 Week | 1.50 | 0.76 | 1.39 |
1 Month | 4.72 | 1.33 | 3.65 |
3 Months | 7.38 | 1.39 | 3.11 |
6 Months | 12.57 | 1.56 | 2.52 |
YTD | 10.57 | 1.64 | 2.43 |
1 Year | 18.25 | 1.81 | 3.30 |
3 Years Annualised | 5.85 | -0.16 | -2.00 |
5 Years Annualised | 6.25 | 1.26 | 1.27 |
10 Years Annualised | 5.89 | 0.60 | 0.07 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.43 | 4.80 | - | - |
2023 | 1.64 | -1.35 | 2.07 | 4.02 |
2022 | 1.63 | -2.69 | -6.77 | 7.73 |
2021 | 5.08 | 4.82 | 0.85 | 1.74 |
2020 | -19.75 | 13.22 | -0.39 | 8.53 |
2019 | 8.19 | 0.22 | 1.71 | 4.13 |
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