Overstone Global Equity Income Fund K 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 | 10.90 | -4.68 | 20.73 | -5.42 | 15.43 | -13.13 | 20.15 | 2.57 |
+/- Category | 2.06 | 1.23 | 3.82 | -7.31 | -2.83 | -12.36 | 12.87 | -4.16 |
+/- Category Index | - | - | - | - | -4.93 | -19.94 | 15.40 | -4.47 |
% Rank in Category | 25 | 38 | 18 | 86 | 78 | 98 | 2 | 88 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.42 | -0.75 | -0.53 |
1 Week | 0.37 | -0.29 | -0.56 |
1 Month | 0.51 | -0.82 | -0.99 |
3 Months | 0.59 | -2.02 | -1.42 |
6 Months | 4.56 | -2.48 | -3.43 |
YTD | 2.19 | -4.61 | -5.14 |
1 Year | 12.51 | -1.31 | -3.84 |
3 Years Annualised | 2.52 | -4.48 | -6.17 |
5 Years Annualised | 3.84 | -3.45 | -3.45 |
10 Years Annualised | 7.43 | -1.66 | -1.79 |
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 | 3.02 | -0.44 | - | - |
2023 | 10.94 | -1.78 | 3.19 | 6.85 |
2022 | -7.96 | -5.30 | -8.99 | 9.52 |
2021 | 11.44 | 3.94 | -2.23 | 1.93 |
2020 | -27.40 | 14.24 | -3.23 | 17.84 |
2019 | 10.29 | 3.89 | 1.53 | 3.78 |
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