WS Lancaster Global Equity Fund I AccumulationRegister 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 | 6.61 | -3.10 | 14.62 | -5.91 | 22.96 | 8.24 | -1.21 | 7.85 |
+/- Category | -6.10 | 4.10 | -3.43 | -12.82 | 9.40 | 18.03 | -10.64 | 0.17 |
+/- Category Index | - | - | - | -11.90 | 6.65 | 14.08 | -13.63 | -2.51 |
% Rank in Category | 63 | 10 | 29 | 97 | 1 | 1 | 99 | 52 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.85 | 0.82 | 0.45 |
1 Week | 2.81 | 0.83 | 0.34 |
1 Month | -3.18 | -1.05 | -2.09 |
3 Months | -3.92 | -2.59 | -4.16 |
6 Months | 6.23 | 1.60 | -0.69 |
YTD | 4.75 | -0.96 | -4.31 |
1 Year | 12.33 | 1.45 | -2.85 |
3 Years Annualised | 4.83 | 2.68 | -1.36 |
5 Years Annualised | 6.74 | 1.21 | -1.52 |
10 Years Annualised | 5.83 | -0.83 | -3.06 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
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 | -3.25 | 6.86 | -1.76 |
2021 | 13.36 | 4.42 | 3.05 | 0.81 |
2020 | -19.68 | 9.76 | -4.05 | 11.24 |
2019 | 3.11 | 6.93 | -4.33 | 8.68 |
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