Newton SRI Fund for Charities Sterling IncomeRegister 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 | 10.56 | -3.50 | 19.35 | 8.22 | 14.96 | -7.51 | 8.73 | 6.58 |
+/- Category | 0.56 | 2.87 | 3.68 | 2.98 | 3.82 | 2.57 | 0.37 | 0.60 |
+/- Category Index | - | - | - | 3.70 | 2.69 | -0.24 | -1.94 | -0.47 |
% Rank in Category | 41 | 14 | 12 | 27 | 11 | 25 | 43 | 38 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.27 | 0.09 | 0.39 |
1 Week | 0.15 | -0.27 | -0.11 |
1 Month | 1.02 | -0.51 | -0.09 |
3 Months | 3.61 | 0.57 | -0.30 |
6 Months | 7.56 | -0.12 | -1.05 |
YTD | 6.62 | -0.04 | -1.21 |
1 Year | 11.99 | -0.88 | -3.07 |
3 Years Annualised | 4.66 | 1.99 | -0.38 |
5 Years Annualised | 6.57 | 2.01 | 0.83 |
10 Years Annualised | 7.60 | 1.81 | 0.49 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.09 | 2.39 | - | - |
2023 | 3.31 | 1.21 | -0.15 | 4.14 |
2022 | -3.44 | -5.49 | -1.57 | 2.97 |
2021 | 3.13 | 3.68 | 2.51 | 4.88 |
2020 | -15.21 | 15.17 | 1.35 | 9.34 |
2019 | 6.79 | 6.44 | 2.06 | 2.88 |
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