Montanaro European Smaller Companies Fund Sterling Institutional Distribution Class SharesRegister to Unlock Ratings |
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 | 21.21 | -7.11 | 29.60 | 18.17 | 22.09 | -29.09 | 4.52 | 10.71 |
+/- Category | -6.10 | 10.80 | 9.42 | -1.31 | 3.73 | -7.54 | 0.18 | 8.73 |
+/- Category Index | -2.95 | 7.95 | 5.00 | 10.07 | 7.99 | -9.89 | -6.08 | 5.03 |
% Rank in Category | 87 | 4 | 8 | 56 | 29 | 80 | 59 | 6 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.73 | -0.98 | -0.55 |
1 Week | 0.95 | -0.04 | -0.29 |
1 Month | 1.21 | 2.24 | 0.92 |
3 Months | 4.14 | 4.76 | 1.92 |
6 Months | 4.67 | 2.53 | -0.48 |
YTD | 8.49 | 6.91 | 4.08 |
1 Year | 18.17 | 10.01 | 5.69 |
3 Years Annualised | -7.04 | -0.79 | -4.37 |
5 Years Annualised | 4.70 | -0.03 | 0.46 |
10 Years Annualised | 8.42 | 0.75 | 0.90 |
Category: Europe Small-Cap Equity | |||
Category Index: Morningstar Dev Eur Sml TME NR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.75 | -0.19 | - | - |
2023 | 3.50 | -2.60 | -6.45 | 10.83 |
2022 | -18.31 | -18.35 | -6.18 | 13.32 |
2021 | -1.22 | 9.61 | 8.42 | 4.01 |
2020 | -20.66 | 21.32 | 10.86 | 10.74 |
2019 | 11.61 | 8.59 | -1.43 | 8.48 |
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