WS Lancaster Global Equity Fund I IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 6.61 | -3.10 | 14.62 | -5.91 | 22.95 | 8.23 | -1.21 | 7.18 |
+/- Category | -6.10 | 4.10 | -3.43 | -12.81 | 9.39 | 18.03 | -10.64 | -0.83 |
+/- Category Index | - | - | - | -11.90 | 6.64 | 14.08 | -13.63 | -3.53 |
% Rank in Category | 63 | 11 | 29 | 97 | 1 | 1 | 99 | 71 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.05 | -0.12 | 0.12 |
1 Week | -0.88 | -2.44 | -2.16 |
1 Month | -2.39 | -2.44 | -1.94 |
3 Months | -0.97 | -2.03 | -2.01 |
6 Months | 4.23 | 0.44 | -1.40 |
YTD | 2.90 | -4.54 | -6.89 |
1 Year | 6.78 | -4.73 | -7.16 |
3 Years Annualised | 4.45 | 1.82 | -1.97 |
5 Years Annualised | 6.77 | 1.20 | -1.10 |
10 Years Annualised | 5.36 | -1.11 | -3.32 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.13 | 4.19 | - | - |
2023 | -0.61 | -10.18 | 6.15 | 4.25 |
2022 | 6.56 | -3.24 | 6.86 | -1.76 |
2021 | 13.35 | 4.42 | 3.05 | 0.81 |
2020 | -19.68 | 9.76 | -4.05 | 11.24 |
2019 | 3.10 | 6.93 | -4.33 | 8.68 |
|
Advertisement |