Heronbridge United Kingdom Equity Fund Class ARegister 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 | 10.97 | -11.09 | 27.23 | -9.29 | 27.94 | 1.63 | 8.72 | 3.87 |
+/- Category | -5.15 | 1.09 | 3.48 | -4.27 | 11.61 | 13.31 | 0.72 | -6.57 |
+/- Category Index | - | - | - | - | - | - | 1.10 | -7.66 |
% Rank in Category | 80 | 41 | 33 | 71 | 3 | 5 | 40 | 98 |
Trailing Returns (GBP) | 30/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.09 | -0.08 |
1 Week | - | - | - |
1 Month | -0.49 | -0.27 | -0.39 |
3 Months | 3.03 | -0.16 | -0.12 |
6 Months | 11.21 | 3.14 | 1.29 |
YTD | 3.87 | -5.23 | -6.50 |
1 Year | 9.47 | -2.80 | -2.64 |
3 Years Annualised | 4.46 | 2.95 | -3.51 |
5 Years Annualised | 7.78 | 3.27 | 2.14 |
10 Years Annualised | 7.21 | 1.58 | 1.38 |
Category: UK Flex-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 | -5.27 | 3.44 | - | - |
2023 | 5.90 | -2.78 | -0.10 | 5.70 |
2022 | -5.30 | 0.89 | -4.70 | 11.61 |
2021 | 10.50 | 7.90 | 5.65 | 1.57 |
2020 | -25.60 | 6.24 | -1.76 | 16.82 |
2019 | 11.63 | 3.72 | 2.25 | 7.47 |
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