Overstone Global Equity Income Fund J IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 10.65 | -4.59 | 20.47 | -5.50 | 15.85 | -13.62 | 20.28 | 4.64 |
+/- Category | 1.80 | 1.32 | 3.56 | -7.39 | -2.40 | -12.85 | 13.00 | -3.41 |
+/- Category Index | - | - | - | - | -4.50 | -20.43 | 15.52 | -5.02 |
% Rank in Category | 28 | 38 | 20 | 87 | 74 | 99 | 2 | 85 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | -0.62 | -0.16 |
1 Week | 1.31 | -0.03 | -0.59 |
1 Month | -0.57 | -0.92 | -0.83 |
3 Months | -2.67 | -2.10 | -1.81 |
6 Months | 3.14 | -2.45 | -3.60 |
YTD | 1.99 | -4.82 | -5.50 |
1 Year | 9.82 | -1.95 | -3.01 |
3 Years Annualised | 1.52 | -4.75 | -6.47 |
5 Years Annualised | 4.13 | -3.35 | -3.89 |
10 Years Annualised | 7.40 | -1.66 | -1.70 |
Category: Global Equity Income | |||
Category Index: Morningstar Gbl High Div Yld NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.05 | -0.60 | - | - |
2023 | 11.23 | -1.71 | 2.92 | 6.90 |
2022 | -8.48 | -4.93 | -9.03 | 9.13 |
2021 | 11.53 | 3.89 | -2.04 | 2.07 |
2020 | -27.10 | 13.72 | -2.90 | 17.39 |
2019 | 10.03 | 4.00 | 1.70 | 3.52 |
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