WS Ruffer Equity & General Fund C AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 11.55 | -6.21 | 10.20 | 5.31 | 13.27 | 1.07 | 3.46 | 8.85 |
+/- Category | 3.55 | 1.01 | -2.03 | 0.70 | 4.54 | 11.02 | -2.56 | 3.88 |
+/- Category Index | - | - | - | 0.02 | 5.28 | 10.33 | -5.80 | 2.49 |
% Rank in Category | 18 | 45 | 71 | 40 | 16 | 6 | 73 | 8 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.79 | 0.35 | 0.45 |
1 Week | 0.79 | -0.38 | -0.88 |
1 Month | 3.64 | 4.11 | 3.27 |
3 Months | 2.11 | 1.37 | 0.43 |
6 Months | 9.08 | 3.90 | 3.24 |
YTD | 8.06 | 3.57 | 1.83 |
1 Year | 9.20 | 0.06 | -2.82 |
3 Years Annualised | 2.97 | 2.43 | 0.72 |
5 Years Annualised | 7.29 | 4.03 | 3.20 |
10 Years Annualised | 5.54 | 2.03 | 0.04 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.16 | 1.35 | - | - |
2023 | 2.71 | -2.09 | 0.54 | 2.32 |
2022 | 1.27 | -2.60 | -3.44 | 6.13 |
2021 | 8.67 | 6.43 | -0.07 | -1.99 |
2020 | -11.97 | 8.64 | -1.32 | 11.59 |
2019 | 2.35 | 2.07 | 0.68 | 4.78 |
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