Thesis The Northern Lights Fund Class A Stering IncomeRegister 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 | 6.53 | -6.47 | 14.27 | -1.80 | 11.26 | -7.24 | 7.07 | 5.60 |
+/- Category | -3.47 | -0.11 | -1.40 | -7.04 | 0.11 | 2.84 | -1.30 | -0.37 |
+/- Category Index | - | - | - | -6.32 | -1.01 | 0.03 | -3.60 | -1.45 |
% Rank in Category | 92 | 53 | 69 | 92 | 51 | 22 | 69 | 61 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.40 | 0.21 | 0.51 |
1 Week | 0.47 | 0.05 | 0.22 |
1 Month | 1.50 | -0.02 | 0.40 |
3 Months | 3.30 | 0.26 | -0.61 |
6 Months | 6.89 | -0.79 | -1.72 |
YTD | 6.42 | -0.24 | -1.41 |
1 Year | 12.19 | -0.69 | -2.88 |
3 Years Annualised | 3.26 | 0.59 | -1.78 |
5 Years Annualised | 3.42 | -1.14 | -2.32 |
10 Years Annualised | 4.36 | -1.42 | -2.74 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.69 | 1.84 | - | - |
2023 | 1.93 | 0.00 | 0.84 | 4.16 |
2022 | -2.48 | -5.93 | -1.74 | 2.90 |
2021 | 1.41 | 4.55 | 1.06 | 3.83 |
2020 | -16.13 | 9.34 | 1.28 | 5.74 |
2019 | 6.35 | 3.59 | 1.27 | 2.42 |
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