IFSL Marlborough Multi Cap Income Fund A AccRegister 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 | 17.98 | -14.23 | 25.81 | -13.09 | 20.58 | -20.18 | 4.66 | 8.50 |
+/- Category | 7.25 | -3.68 | 6.86 | -0.54 | 2.77 | -16.73 | -2.10 | 1.94 |
+/- Category Index | - | - | - | - | - | - | -2.97 | 1.21 |
% Rank in Category | 6 | 84 | 15 | 65 | 26 | 94 | 82 | 21 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.44 | 1.14 |
1 Week | 2.12 | 1.37 | 2.01 |
1 Month | 4.20 | 0.80 | 3.13 |
3 Months | 5.43 | -0.56 | 1.16 |
6 Months | 14.67 | 3.67 | 4.63 |
YTD | 12.03 | 3.10 | 3.89 |
1 Year | 17.49 | 1.05 | 2.53 |
3 Years Annualised | 0.03 | -5.98 | -7.82 |
5 Years Annualised | 1.43 | -3.56 | -3.55 |
10 Years Annualised | 3.61 | -1.68 | -2.21 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.99 | 4.34 | - | - |
2023 | -0.08 | -0.12 | -1.61 | 6.58 |
2022 | -6.66 | -10.91 | -13.10 | 10.46 |
2021 | 4.32 | 6.67 | 3.85 | 4.35 |
2020 | -30.69 | 11.84 | -0.55 | 12.72 |
2019 | 10.75 | 3.17 | -0.78 | 10.97 |
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