WS KH Invicta Fund AccumulationRegister 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 | 8.50 | -4.04 | 16.26 | 7.53 | 11.61 | -10.15 | 11.20 | 8.24 |
+/- Category | -1.50 | 2.33 | 0.59 | 2.28 | 0.46 | -0.07 | 2.84 | 2.27 |
+/- Category Index | - | - | - | 3.01 | -0.66 | -2.89 | 0.54 | 1.20 |
% Rank in Category | 32 | 26 | 9 | 21 | 11 | 58 | 14 | 11 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.63 | 1.46 | 0.73 |
1 Week | 0.63 | 1.93 | 1.57 |
1 Month | 1.77 | 2.62 | 2.74 |
3 Months | 3.33 | 1.24 | 0.74 |
6 Months | 10.09 | 3.93 | 3.36 |
YTD | 8.92 | 3.88 | 2.62 |
1 Year | 15.75 | 6.57 | 4.81 |
3 Years Annualised | 4.49 | 2.50 | 0.27 |
5 Years Annualised | 5.97 | 1.80 | 0.53 |
10 Years Annualised | 6.77 | 1.25 | -0.07 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.58 | 1.56 | - | - |
2023 | 2.94 | 1.98 | -0.69 | 6.66 |
2022 | -4.30 | -7.80 | 0.41 | 1.41 |
2021 | 0.89 | 5.07 | 1.61 | 3.62 |
2020 | -12.47 | 12.10 | 3.91 | 5.46 |
2019 | 6.02 | 5.00 | 2.55 | 1.84 |
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