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Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 11.60 | -8.40 | 16.31 | -12.63 | 19.06 | 7.93 | 5.77 | 12.09 |
+/- Category | -0.03 | 1.41 | -3.03 | -3.53 | 1.09 | 10.00 | -2.43 | 1.36 |
+/- Category Index | - | - | - | - | - | - | -1.85 | 0.56 |
% Rank in Category | 60 | 20 | 83 | 85 | 19 | 2 | 90 | 19 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | -0.20 | -0.20 |
1 Week | -0.45 | -0.93 | -1.68 |
1 Month | -0.43 | -0.43 | -0.45 |
3 Months | 1.47 | -1.56 | -1.84 |
6 Months | 6.15 | -0.89 | -1.55 |
YTD | 10.67 | 0.69 | -0.41 |
1 Year | 12.46 | -1.77 | -2.19 |
3 Years Annualised | 10.30 | 3.97 | 2.23 |
5 Years Annualised | 6.19 | 1.02 | 0.66 |
10 Years Annualised | 5.96 | 0.13 | -0.16 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.51 | 3.59 | - | - |
2023 | 2.08 | -0.67 | 2.49 | 1.78 |
2022 | 4.44 | -2.97 | -2.92 | 9.71 |
2021 | 4.62 | 5.82 | 2.12 | 5.31 |
2020 | -23.82 | 8.28 | -4.67 | 11.11 |
2019 | 9.67 | 3.26 | 0.65 | 2.04 |
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