CT UK Equity Alpha Income Fund Z Income GBPRegister 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 | 3.06 | -5.33 | 19.16 | -7.73 | 18.30 | -5.37 | 5.50 | 6.81 |
+/- Category | -7.67 | 5.22 | 0.22 | 4.83 | 0.49 | -1.93 | -1.26 | 0.24 |
+/- Category Index | - | - | - | - | - | - | -2.12 | -0.49 |
% Rank in Category | 97 | 10 | 58 | 19 | 37 | 68 | 75 | 60 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.48 | -0.39 | 0.30 |
1 Week | 1.06 | 0.32 | 0.96 |
1 Month | 2.74 | -0.66 | 1.67 |
3 Months | 8.89 | 2.90 | 4.62 |
6 Months | 10.25 | -0.76 | 0.21 |
YTD | 8.87 | -0.05 | 0.73 |
1 Year | 16.06 | -0.37 | 1.11 |
3 Years Annualised | 4.08 | -1.93 | -3.77 |
5 Years Annualised | 5.41 | 0.42 | 0.44 |
10 Years Annualised | 5.23 | -0.06 | -0.58 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.05 | 4.66 | - | - |
2023 | 0.30 | -1.32 | 2.49 | 4.01 |
2022 | -3.77 | -4.48 | -7.44 | 11.22 |
2021 | 6.57 | 6.41 | 1.64 | 2.63 |
2020 | -24.90 | 13.06 | -0.96 | 9.73 |
2019 | 5.83 | 0.50 | 4.62 | 7.09 |
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