WS Ruffer Equity & General Fund C IncomeRegister 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 | 11.55 | -6.21 | 10.20 | 5.31 | 13.27 | 1.08 | 3.46 | 4.55 |
+/- Category | 3.55 | 1.01 | -2.03 | 0.70 | 4.54 | 11.02 | -2.56 | 0.38 |
+/- Category Index | - | - | - | 0.02 | 5.28 | 10.34 | -5.81 | -0.40 |
% Rank in Category | 18 | 46 | 71 | 40 | 16 | 6 | 73 | 47 |
Trailing Returns (GBP) | 10/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.13 | 0.38 |
1 Week | 0.30 | -0.36 | 0.01 |
1 Month | -1.69 | -3.43 | -2.57 |
3 Months | 0.87 | -2.33 | -2.57 |
6 Months | 4.35 | -2.01 | -2.12 |
YTD | 4.27 | -1.26 | -1.49 |
1 Year | 6.77 | -3.60 | -5.41 |
3 Years Annualised | 2.12 | 1.01 | -0.56 |
5 Years Annualised | 6.37 | 3.11 | 2.46 |
10 Years Annualised | 5.09 | 1.48 | -0.47 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.16 | 1.34 | - | - |
2023 | 2.71 | -2.09 | 0.55 | 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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