MI Chelverton UK Equity Income Fund B Accumulation sharesRegister 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 | 24.27 | -14.20 | 24.59 | -14.45 | 22.68 | -12.16 | 2.38 | 6.79 |
+/- Category | 13.53 | -3.64 | 5.64 | -1.89 | 4.87 | -8.72 | -4.38 | 0.23 |
+/- Category Index | - | - | - | - | - | - | -5.24 | -0.50 |
% Rank in Category | 2 | 84 | 18 | 73 | 18 | 87 | 91 | 60 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.29 | 0.99 |
1 Week | 1.80 | 1.06 | 1.70 |
1 Month | 4.16 | 0.77 | 3.09 |
3 Months | 9.10 | 3.11 | 4.83 |
6 Months | 13.85 | 2.84 | 3.80 |
YTD | 10.50 | 1.58 | 2.36 |
1 Year | 17.08 | 0.64 | 2.13 |
3 Years Annualised | 0.72 | -5.29 | -7.13 |
5 Years Annualised | 3.57 | -1.41 | -1.40 |
10 Years Annualised | 5.43 | 0.13 | -0.39 |
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 | -0.47 | 7.29 | - | - |
2023 | -0.85 | -2.95 | -0.85 | 7.31 |
2022 | -6.22 | -9.40 | -9.68 | 14.45 |
2021 | 9.57 | 7.51 | 4.25 | -0.10 |
2020 | -38.56 | 13.40 | -0.11 | 22.93 |
2019 | 8.26 | 0.46 | 1.94 | 12.37 |
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