Montanaro UK Income Fund GBP 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 | 24.60 | -13.63 | 36.90 | -5.80 | 24.77 | -23.90 | 8.28 | 6.93 |
+/- Category | 13.86 | -3.07 | 17.95 | 6.75 | 6.96 | -20.46 | 1.52 | 0.37 |
+/- Category Index | - | - | - | - | - | - | 0.66 | -0.36 |
% Rank in Category | 2 | 79 | 1 | 11 | 11 | 96 | 41 | 57 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.42 | -0.34 | 0.36 |
1 Week | 2.01 | 1.27 | 1.91 |
1 Month | 6.47 | 3.08 | 5.40 |
3 Months | 10.90 | 4.92 | 6.63 |
6 Months | 15.56 | 4.55 | 5.52 |
YTD | 12.24 | 3.32 | 4.10 |
1 Year | 18.65 | 2.21 | 3.70 |
3 Years Annualised | -0.39 | -6.41 | -8.25 |
5 Years Annualised | 5.27 | 0.28 | 0.30 |
10 Years Annualised | 7.24 | 1.95 | 1.42 |
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 | 1.95 | 4.89 | - | - |
2023 | 3.03 | -1.96 | -0.18 | 7.39 |
2022 | -12.34 | -14.98 | -10.53 | 14.12 |
2021 | 3.17 | 10.46 | 5.97 | 3.31 |
2020 | -26.72 | 12.17 | 1.33 | 13.08 |
2019 | 10.63 | 3.96 | 2.77 | 15.83 |
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