Rathbone UK Opportunities Fund Institutional 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 | 17.50 | -19.41 | 25.04 | 6.81 | 21.42 | -29.43 | 9.64 | 5.71 |
+/- Category | -2.04 | -4.47 | -5.79 | 9.74 | 6.62 | -7.28 | 3.74 | -0.49 |
+/- Category Index | - | - | - | - | - | - | -6.93 | 1.74 |
% Rank in Category | 34 | 95 | 41 | 8 | 17 | 86 | 16 | 45 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.16 | 1.06 |
1 Week | 2.00 | 0.32 | 0.82 |
1 Month | 3.77 | -0.61 | -0.17 |
3 Months | 9.15 | 0.75 | 2.73 |
6 Months | 13.45 | 0.34 | 2.82 |
YTD | 8.66 | -1.37 | 1.09 |
1 Year | 14.58 | -1.84 | -3.75 |
3 Years Annualised | -3.02 | -0.93 | -4.13 |
5 Years Annualised | 3.83 | 0.55 | -0.24 |
10 Years Annualised | 4.48 | -1.22 | -1.30 |
Category: UK Mid-Cap Equity | |||
Category Index: Morningstar UK SMID Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.90 | 4.77 | - | - |
2023 | 3.64 | -0.74 | -2.57 | 9.39 |
2022 | -15.86 | -17.01 | -10.78 | 13.27 |
2021 | 2.53 | 7.99 | 6.18 | 3.28 |
2020 | -24.95 | 15.06 | 5.99 | 16.70 |
2019 | 7.77 | 5.30 | -2.77 | 13.32 |
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