Overstone Global Equity Income Fund J 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 | 10.67 | -4.63 | 20.47 | -5.55 | 15.88 | -13.47 | 20.31 | 2.60 |
+/- Category | 1.83 | 1.28 | 3.55 | -7.44 | -2.37 | -12.70 | 13.04 | -4.12 |
+/- Category Index | - | - | - | - | -4.47 | -20.28 | 15.56 | -4.43 |
% Rank in Category | 28 | 38 | 20 | 87 | 73 | 99 | 1 | 88 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | -0.16 | 0.07 |
1 Week | 0.80 | 0.14 | -0.12 |
1 Month | -0.07 | -1.41 | -1.57 |
3 Months | 0.62 | -1.98 | -1.39 |
6 Months | 4.90 | -2.14 | -3.09 |
YTD | 2.71 | -4.09 | -4.62 |
1 Year | 12.41 | -1.40 | -3.94 |
3 Years Annualised | 2.11 | -4.89 | -6.58 |
5 Years Annualised | 4.01 | -3.28 | -3.27 |
10 Years Annualised | 7.45 | -1.63 | -1.77 |
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 | 3.05 | -0.43 | - | - |
2023 | 11.19 | -1.69 | 2.95 | 6.92 |
2022 | -8.48 | -4.95 | -8.99 | 9.29 |
2021 | 11.53 | 3.90 | -2.05 | 2.09 |
2020 | -27.08 | 13.54 | -2.81 | 17.38 |
2019 | 10.06 | 3.99 | 1.69 | 3.51 |
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