Overstone Global Equity Income Fund L 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 | 11.20 | -4.37 | 20.37 | -5.51 | 15.79 | -12.97 | 19.68 | 2.59 |
+/- Category | 2.36 | 1.54 | 3.46 | -7.41 | -2.47 | -12.20 | 12.40 | -4.14 |
+/- Category Index | - | - | - | - | -4.57 | -19.78 | 14.92 | -4.45 |
% Rank in Category | 24 | 36 | 20 | 87 | 75 | 97 | 2 | 88 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.53 | -0.87 | -0.65 |
1 Week | 0.31 | -0.35 | -0.61 |
1 Month | 0.16 | -1.17 | -1.34 |
3 Months | 0.44 | -2.16 | -1.57 |
6 Months | 4.43 | -2.62 | -3.57 |
YTD | 2.12 | -4.68 | -5.21 |
1 Year | 12.48 | -1.34 | -3.87 |
3 Years Annualised | 2.49 | -4.51 | -6.20 |
5 Years Annualised | 3.81 | -3.47 | -3.47 |
10 Years Annualised | 7.43 | -1.65 | -1.79 |
Category: Global Equity Income | |||
Category Index: Morningstar Gbl High Div Yld NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.98 | -0.39 | - | - |
2023 | 10.34 | -1.53 | 2.98 | 6.96 |
2022 | -8.64 | -4.52 | -9.19 | 9.88 |
2021 | 11.38 | 4.11 | -2.22 | 2.12 |
2020 | -26.95 | 13.70 | -3.29 | 17.64 |
2019 | 9.93 | 3.84 | 1.66 | 3.73 |
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