Stewart Investors Worldwide Sustainability Fund Class B (Accumulation) GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 14.46 | 0.51 | 12.40 | 20.86 | 19.56 | -17.50 | 7.06 | 2.09 |
+/- Category | -2.55 | 5.25 | -11.83 | -2.84 | 5.00 | 0.58 | -8.96 | -7.28 |
+/- Category Index | - | - | - | - | 1.50 | 1.47 | -15.25 | -12.27 |
% Rank in Category | 26 | 6 | 99 | 48 | 29 | 55 | 88 | 95 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.36 | 0.16 |
1 Week | 0.87 | 0.46 | 0.37 |
1 Month | 1.96 | -1.02 | -2.38 |
3 Months | 0.30 | -1.67 | -3.00 |
6 Months | 4.36 | -1.25 | -6.02 |
YTD | 2.62 | -9.28 | -15.53 |
1 Year | 14.69 | -5.00 | -10.33 |
3 Years Annualised | -1.33 | -4.28 | -8.41 |
5 Years Annualised | 5.94 | -3.82 | -6.60 |
10 Years Annualised | 9.68 | -1.81 | -3.85 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.62 | -1.17 | 1.65 | - |
2023 | 3.52 | 1.53 | -7.77 | 10.44 |
2022 | -10.70 | -14.97 | 3.68 | 4.79 |
2021 | 0.31 | 7.25 | 5.69 | 5.15 |
2020 | -7.16 | 16.06 | 5.19 | 6.63 |
2019 | 5.16 | 6.72 | 1.38 | -1.22 |
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