SVS Brooks Macdonald Defensive Capital Class B AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 4.25 | -2.32 | 7.07 | 2.70 | 11.35 | -5.35 | 2.09 | 5.41 |
+/- Category | -3.19 | 3.17 | -5.35 | -1.38 | 3.28 | 5.11 | -5.44 | 0.34 |
+/- Category Index | - | - | - | -2.59 | 3.35 | 3.91 | -7.17 | -0.95 |
% Rank in Category | 58 | 38 | 17 | 65 | 25 | 8 | 97 | 38 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.03 | -0.17 |
1 Week | 0.76 | -0.36 | -0.90 |
1 Month | -1.82 | -1.32 | -2.19 |
3 Months | -0.88 | -1.39 | -2.55 |
6 Months | 5.33 | 0.83 | -0.52 |
YTD | 3.40 | -0.76 | -2.83 |
1 Year | 8.71 | -0.49 | -3.30 |
3 Years Annualised | 0.92 | 0.44 | -1.34 |
5 Years Annualised | 2.92 | -0.02 | -1.17 |
10 Years Annualised | 3.49 | -0.53 | -2.01 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.18 | 1.72 | - | - |
2023 | -1.96 | -1.45 | 1.38 | 4.23 |
2022 | 0.80 | -4.97 | -4.62 | 3.60 |
2021 | 2.39 | 3.39 | 2.04 | 3.08 |
2020 | -16.96 | 15.31 | 0.60 | 6.60 |
2019 | 2.01 | 3.13 | 0.88 | 0.87 |
|
Advertisement |