Stewart Investors Asia Pacific and Japan Sustainability Fund Class A (Income) GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
| ||||||||
Effective 22/05/2020, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Annual Returns (GBP) | 30/06/2024 | |||||||
2021 | 2022 | 2023 | 30/06 | |||||
Price Return | 11.36 | -4.63 | 2.38 | 2.97 | ||||
+/- Category | 10.43 | 4.46 | -1.90 | -3.32 | ||||
+/- Category Index | 11.36 | 1.06 | -3.47 | -5.49 | ||||
% Rank in Category | 3 | 38 | 63 | 83 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.28 | -0.17 | -0.14 |
1 Week | 0.23 | -0.86 | -0.50 |
1 Month | -0.91 | -3.21 | -2.97 |
3 Months | 4.95 | 1.22 | 1.05 |
6 Months | 4.07 | -4.26 | -6.46 |
YTD | 2.28 | -5.46 | -7.56 |
1 Year | 6.73 | -4.38 | -8.54 |
3 Years Annualised | 1.76 | 2.70 | -0.46 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Asia-Pacific Equity | |||
Category Index: Morningstar APAC TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.80 | 4.86 | - | - |
2023 | -0.76 | 0.18 | -1.55 | 4.59 |
2022 | -9.65 | -3.02 | 10.95 | -1.90 |
2021 | 1.08 | 4.75 | 5.52 | -0.33 |
2020 | - | - | 6.99 | 9.61 |
|
Advertisement |