Smith & Williamson Aubrey Glb Convic InsRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 37.60 | -6.38 | 29.68 | 49.90 | 4.36 | -38.02 | 10.04 | 23.06 |
+/- Category | 23.41 | 4.14 | 12.60 | 35.60 | -10.67 | -28.21 | 0.56 | 16.85 |
+/- Category Index | 24.57 | -2.14 | 8.34 | 37.40 | -14.63 | -29.97 | -4.60 | 11.37 |
% Rank in Category | 2 | 63 | 4 | 3 | 92 | 100 | 44 | 1 |
Trailing Returns (GBP) | 13/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | -0.03 | 0.41 |
1 Week | 7.24 | 5.12 | 5.49 |
1 Month | 2.85 | 3.23 | 3.62 |
3 Months | 3.18 | 3.29 | 2.85 |
6 Months | 7.93 | 6.57 | 2.98 |
YTD | 23.82 | 18.93 | 13.22 |
1 Year | 36.70 | 27.14 | 21.39 |
3 Years Annualised | -6.77 | -7.83 | -13.48 |
5 Years Annualised | 5.70 | -0.80 | -3.88 |
10 Years Annualised | 10.08 | 2.08 | -0.76 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.76 | 1.38 | - | - |
2023 | 8.15 | -6.43 | -1.78 | 10.70 |
2022 | -20.66 | -20.88 | -2.45 | 1.21 |
2021 | -5.48 | 9.72 | 3.01 | -2.30 |
2020 | -4.01 | 37.97 | 10.11 | 2.79 |
2019 | 19.10 | 9.90 | -1.18 | 0.26 |
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