Fundsmith Equity Fund I EUR AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 22.58 | 2.17 | 25.28 | 17.13 | 21.09 | -12.53 | 10.89 | 9.96 |
+/- Category | 5.56 | 6.92 | 1.05 | -6.57 | 6.53 | 5.55 | -5.13 | -1.16 |
+/- Category Index | - | - | - | - | 3.03 | 6.44 | -11.42 | -6.12 |
% Rank in Category | 3 | 3 | 46 | 66 | 20 | 23 | 74 | 57 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.49 | 0.45 | 0.50 |
1 Week | -1.07 | -0.73 | -0.44 |
1 Month | -1.83 | -2.52 | -3.13 |
3 Months | -0.84 | -3.30 | -8.83 |
6 Months | 7.85 | -3.15 | -8.78 |
YTD | 7.48 | -2.53 | -9.52 |
1 Year | 12.26 | -5.06 | -13.90 |
3 Years Annualised | 3.34 | 0.57 | -4.19 |
5 Years Annualised | 7.67 | -0.81 | -3.97 |
10 Years Annualised | 14.95 | 3.94 | 1.55 |
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 | 9.92 | 0.04 | - | - |
2023 | 6.30 | 1.00 | -1.42 | 4.76 |
2022 | -9.10 | -7.96 | 1.16 | 3.35 |
2021 | 1.20 | 11.12 | 1.01 | 6.61 |
2020 | -7.56 | 15.32 | 5.72 | 3.93 |
2019 | 15.43 | 7.01 | 1.34 | 0.08 |
|
Advertisement |