Rathbone Income Fund Institutional 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 | 8.22 | -8.55 | 18.59 | -10.58 | 20.58 | 0.07 | 7.57 | 8.57 |
+/- Category | -2.51 | 2.01 | -0.36 | 1.98 | 2.78 | 3.51 | 0.81 | -2.50 |
+/- Category Index | - | - | - | - | - | - | -0.05 | -2.14 |
% Rank in Category | 73 | 27 | 65 | 40 | 26 | 38 | 52 | 87 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.82 | 0.86 | 0.49 |
1 Week | 1.89 | -0.32 | -0.85 |
1 Month | 1.18 | 1.85 | 1.15 |
3 Months | 0.88 | 1.01 | 1.56 |
6 Months | 10.37 | -1.05 | -2.15 |
YTD | 7.05 | -1.18 | -1.97 |
1 Year | 14.21 | 0.28 | 0.64 |
3 Years Annualised | 5.89 | 1.34 | -0.90 |
5 Years Annualised | 6.15 | 0.43 | 0.28 |
10 Years Annualised | 6.01 | 0.70 | 0.10 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.43 | 3.64 | - | - |
2023 | 1.87 | -0.95 | 1.55 | 4.98 |
2022 | -0.62 | -6.91 | -2.79 | 11.28 |
2021 | 7.37 | 5.14 | 1.40 | 5.34 |
2020 | -26.21 | 10.85 | -3.27 | 13.02 |
2019 | 8.93 | 2.49 | 1.82 | 4.32 |
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