Fundsmith Equity R IncRegister 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 | 21.36 | 1.68 | 25.00 | 17.69 | 21.50 | -14.23 | 11.81 | 9.04 |
+/- Category | 4.34 | 6.43 | 0.76 | -6.01 | 6.94 | 3.84 | -4.21 | -2.08 |
+/- Category Index | - | - | - | - | 3.44 | 4.74 | -10.50 | -7.04 |
% Rank in Category | 3 | 4 | 48 | 63 | 19 | 33 | 69 | 64 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | 1.21 | 0.47 |
1 Week | -1.09 | -0.55 | -0.47 |
1 Month | -1.45 | -2.21 | -2.76 |
3 Months | -0.79 | -2.05 | -8.79 |
6 Months | 7.75 | -2.82 | -8.88 |
YTD | 6.91 | -2.68 | -10.09 |
1 Year | 11.98 | -6.01 | -14.18 |
3 Years Annualised | 2.75 | 0.11 | -4.79 |
5 Years Annualised | 7.45 | -1.05 | -4.19 |
10 Years Annualised | 14.60 | 3.50 | 1.19 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.43 | -0.35 | - | - |
2023 | 6.75 | 1.34 | -1.88 | 5.34 |
2022 | -9.86 | -9.01 | 1.55 | 2.97 |
2021 | 0.77 | 11.94 | 1.45 | 6.17 |
2020 | -7.98 | 16.65 | 5.33 | 4.10 |
2019 | 14.78 | 7.97 | 1.08 | -0.21 |
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