Fundsmith Equity I 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 | 22.09 | 2.30 | 25.97 | 18.19 | 22.23 | -13.71 | 12.48 | 9.36 |
+/- Category | 5.07 | 7.04 | 1.74 | -5.51 | 7.66 | 4.36 | -3.54 | -1.76 |
+/- Category Index | - | - | - | - | 4.16 | 5.26 | -9.82 | -6.72 |
% Rank in Category | 3 | 3 | 38 | 61 | 16 | 30 | 65 | 61 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.46 | 0.42 | 0.48 |
1 Week | -1.08 | -0.75 | -0.46 |
1 Month | -1.40 | -2.10 | -2.71 |
3 Months | -0.64 | -3.10 | -8.64 |
6 Months | 8.07 | -2.93 | -8.56 |
YTD | 7.26 | -2.75 | -9.74 |
1 Year | 12.66 | -4.67 | -13.51 |
3 Years Annualised | 3.37 | 0.60 | -4.17 |
5 Years Annualised | 8.09 | -0.38 | -3.54 |
10 Years Annualised | 15.29 | 4.27 | 1.89 |
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 | 9.59 | -0.20 | - | - |
2023 | 6.92 | 1.49 | -1.74 | 5.49 |
2022 | -9.72 | -8.87 | 1.70 | 3.13 |
2021 | 0.92 | 12.11 | 1.60 | 6.33 |
2020 | -8.01 | 16.83 | 5.49 | 4.26 |
2019 | 14.94 | 8.41 | 0.97 | 0.12 |
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