St James's Managed Growth IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 6.99 | -4.86 | 11.04 | 3.96 | 10.95 | -9.49 | 8.33 | 5.93 |
+/- Category | -3.02 | 1.51 | -4.63 | -1.29 | -0.19 | 0.60 | -0.04 | 1.51 |
+/- Category Index | - | - | - | -0.56 | -1.31 | -2.22 | -2.34 | 0.13 |
% Rank in Category | 88 | 25 | 94 | 60 | 53 | 50 | 52 | 16 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.21 | -0.16 | -0.30 |
1 Week | 0.15 | -0.38 | -0.04 |
1 Month | 1.83 | 1.18 | 0.74 |
3 Months | 2.55 | 0.57 | -0.19 |
6 Months | 9.34 | 2.71 | 1.61 |
YTD | 8.38 | 2.48 | 1.04 |
1 Year | 14.88 | 2.44 | -0.23 |
3 Years Annualised | 3.47 | 0.84 | -1.43 |
5 Years Annualised | 5.05 | 0.35 | -1.04 |
10 Years Annualised | 5.49 | -0.19 | -1.53 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.21 | - | - | - |
2023 | 1.96 | 1.19 | -0.49 | 5.51 |
2022 | -1.87 | -7.07 | -0.97 | 0.24 |
2021 | 2.79 | 3.63 | 2.02 | 2.09 |
2020 | -14.65 | 10.14 | 0.92 | 9.58 |
2019 | 4.69 | 2.88 | 0.51 | 2.57 |
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