Fundsmith Equity Fund I CHF IncRegister 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 | 22.17 | 2.21 | 25.12 | 17.20 | 20.69 | -12.51 | 10.54 | 10.29 |
+/- Category | 5.15 | 6.95 | 0.89 | -6.50 | 6.12 | 5.57 | -5.48 | -0.83 |
+/- Category Index | - | - | - | - | 2.62 | 6.47 | -11.77 | -5.80 |
% Rank in Category | 3 | 3 | 48 | 66 | 23 | 23 | 76 | 54 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | 0.25 | 0.30 |
1 Week | -1.12 | -0.78 | -0.50 |
1 Month | -2.42 | -3.12 | -3.73 |
3 Months | -1.24 | -3.70 | -9.24 |
6 Months | 7.84 | -3.16 | -8.79 |
YTD | 7.64 | -2.37 | -9.36 |
1 Year | 12.40 | -4.93 | -13.77 |
3 Years Annualised | 3.30 | 0.53 | -4.24 |
5 Years Annualised | 7.56 | -0.91 | -4.07 |
10 Years Annualised | 14.89 | 3.87 | 1.49 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.75 | -0.42 | - | - |
2023 | 6.94 | 0.69 | -1.83 | 4.57 |
2022 | -8.66 | -8.44 | 0.64 | 3.94 |
2021 | 1.29 | 11.14 | 1.05 | 6.09 |
2020 | -7.83 | 15.94 | 5.79 | 3.67 |
2019 | 15.47 | 6.93 | 1.38 | -0.05 |
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