Stewart Investors Worldwide Sustainability Fund Class B (Accumulation) USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 14.86 | 0.86 | 11.82 | 21.04 | 19.17 | -16.99 | 6.97 | 2.29 |
+/- Category | -2.16 | 5.60 | -12.41 | -2.66 | 4.61 | 1.09 | -9.05 | -7.30 |
+/- Category Index | - | - | - | - | 1.11 | 1.98 | -15.34 | -11.60 |
% Rank in Category | 22 | 5 | 99 | 47 | 31 | 52 | 89 | 95 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | 0.48 | 0.55 |
1 Week | 0.85 | -1.33 | -1.91 |
1 Month | -1.69 | -0.67 | -0.40 |
3 Months | -1.61 | -0.46 | 0.42 |
6 Months | -0.32 | -1.38 | -5.79 |
YTD | -0.06 | -8.02 | -13.20 |
1 Year | 7.35 | -5.95 | -11.65 |
3 Years Annualised | -3.89 | -4.96 | -8.97 |
5 Years Annualised | 4.76 | -3.55 | -6.23 |
10 Years Annualised | 8.89 | -1.48 | -3.49 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.49 | -0.88 | - | - |
2023 | 3.53 | 0.92 | -6.81 | 9.86 |
2022 | -10.53 | -14.95 | 3.09 | 5.80 |
2021 | 0.24 | 7.89 | 4.95 | 5.00 |
2020 | -7.17 | 15.63 | 5.13 | 7.26 |
2019 | 5.50 | 5.79 | 1.53 | -1.33 |
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