WS Gresham House UK Micro Cap Fund A 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 | 27.33 | 1.47 | 20.37 | 6.49 | 25.37 | -30.07 | 5.04 | 8.58 |
+/- Category | 1.36 | 13.44 | -4.88 | -0.80 | 2.52 | -6.05 | 5.27 | 0.02 |
+/- Category Index | - | - | - | - | - | - | -1.87 | 5.57 |
% Rank in Category | 48 | 2 | 81 | 50 | 38 | 74 | 17 | 44 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.52 | 0.24 | 0.83 |
1 Week | 1.52 | 0.01 | -0.33 |
1 Month | 2.07 | -1.61 | -2.77 |
3 Months | 7.97 | -1.33 | -0.19 |
6 Months | 10.76 | -2.97 | -0.63 |
YTD | 11.94 | -0.31 | 4.21 |
1 Year | 13.11 | -4.46 | -2.37 |
3 Years Annualised | -5.15 | -0.91 | -3.04 |
5 Years Annualised | 4.40 | -0.55 | 2.49 |
10 Years Annualised | 7.92 | 0.90 | 2.78 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.19 | 5.22 | - | - |
2023 | 4.10 | -1.79 | -0.61 | 3.37 |
2022 | -16.65 | -10.70 | -8.97 | 3.21 |
2021 | 12.94 | 8.42 | 1.98 | 0.40 |
2020 | -24.42 | 19.65 | 0.63 | 17.01 |
2019 | 2.27 | 3.90 | -1.47 | 14.97 |
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