Overstone Global Equity Income Fund I 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 | 10.76 | -4.66 | 20.48 | -5.58 | 15.90 | -13.45 | 20.27 | 2.60 |
+/- Category | 1.92 | 1.24 | 3.56 | -7.47 | -2.36 | -12.68 | 12.99 | -4.13 |
+/- Category Index | - | - | - | - | -4.45 | -20.26 | 15.51 | -4.43 |
% Rank in Category | 27 | 38 | 20 | 87 | 73 | 98 | 2 | 88 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.47 | -0.81 | -0.58 |
1 Week | 0.25 | -0.41 | -0.67 |
1 Month | 0.47 | -0.86 | -1.02 |
3 Months | 0.55 | -2.05 | -1.46 |
6 Months | 4.52 | -2.53 | -3.48 |
YTD | 2.23 | -4.58 | -5.10 |
1 Year | 12.36 | -1.45 | -3.99 |
3 Years Annualised | 2.41 | -4.59 | -6.28 |
5 Years Annualised | 3.84 | -3.45 | -3.44 |
10 Years Annualised | 7.40 | -1.69 | -1.82 |
Category: Global Equity Income | |||
Category Index: Morningstar Gbl High Div Yld NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.04 | -0.43 | - | - |
2023 | 11.21 | -1.69 | 2.90 | 6.90 |
2022 | -8.46 | -4.94 | -8.97 | 9.27 |
2021 | 11.55 | 3.89 | -2.05 | 2.09 |
2020 | -27.10 | 13.57 | -2.86 | 17.40 |
2019 | 10.09 | 3.98 | 1.69 | 3.50 |
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