Montanaro UK Income Fund EUR SeedRegister 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 | 24.57 | -13.60 | 36.85 | -5.82 | 24.86 | -23.96 | 8.27 | 6.98 |
+/- Category | 13.83 | -3.04 | 17.90 | 6.73 | 7.06 | -20.52 | 1.52 | 0.42 |
+/- Category Index | - | - | - | - | - | - | 0.65 | -0.31 |
% Rank in Category | 2 | 78 | 1 | 11 | 10 | 96 | 42 | 55 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.37 | -0.29 | 0.41 |
1 Week | 2.08 | 1.34 | 1.98 |
1 Month | 6.51 | 3.11 | 5.44 |
3 Months | 10.94 | 4.95 | 6.67 |
6 Months | 15.60 | 4.59 | 5.55 |
YTD | 12.32 | 3.39 | 4.18 |
1 Year | 18.64 | 2.21 | 3.69 |
3 Years Annualised | -0.39 | -6.41 | -8.25 |
5 Years Annualised | 5.28 | 0.29 | 0.31 |
10 Years Annualised | 7.21 | 1.92 | 1.40 |
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 | 2.00 | 4.89 | - | - |
2023 | 3.06 | -1.95 | -0.18 | 7.35 |
2022 | -12.37 | -15.02 | -10.48 | 14.06 |
2021 | 3.16 | 10.50 | 5.99 | 3.35 |
2020 | -26.76 | 12.28 | 1.29 | 13.06 |
2019 | 10.54 | 3.97 | 2.76 | 15.86 |
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