LO Funds - Generation Global (CHF) PDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 23.27 | 2.15 | 24.12 | 16.23 | 20.32 | -19.76 | 19.82 | 7.05 |
+/- Category | 6.25 | 6.90 | -0.11 | -7.47 | 5.75 | -1.68 | 3.80 | -1.81 |
+/- Category Index | - | - | - | - | 2.25 | -0.78 | -2.49 | -6.60 |
% Rank in Category | 11 | 10 | 57 | 71 | 25 | 67 | 28 | 63 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.32 | 1.51 | 0.96 |
1 Week | 1.96 | 0.15 | -2.36 |
1 Month | -0.12 | 3.37 | 3.61 |
3 Months | -2.76 | -0.34 | -4.26 |
6 Months | 3.59 | 1.67 | -2.21 |
YTD | 4.76 | -1.43 | -7.90 |
1 Year | 15.66 | 2.69 | -4.84 |
3 Years Annualised | 1.27 | 0.38 | -4.28 |
5 Years Annualised | 7.54 | -0.26 | -3.60 |
10 Years Annualised | 13.37 | 2.80 | 0.60 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.31 | -2.25 | - | - |
2023 | 5.76 | 2.45 | -1.84 | 12.66 |
2022 | -7.08 | -16.36 | -0.26 | 3.52 |
2021 | 5.41 | 7.90 | 2.46 | 3.25 |
2020 | -18.13 | 22.62 | 3.36 | 12.01 |
2019 | 11.17 | 6.57 | 3.32 | 1.40 |
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