Wellington Strategic European Equity Fund CHF D AcRegister 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 | 20.26 | -12.36 | 19.12 | 7.94 | 15.12 | -1.54 | 12.89 | 12.77 |
+/- Category | 5.69 | -0.52 | 1.50 | 3.63 | -0.20 | 6.76 | 1.33 | 6.98 |
+/- Category Index | 5.97 | -3.10 | 0.02 | 5.38 | -2.52 | 3.01 | -0.29 | 5.36 |
% Rank in Category | 5 | 59 | 38 | 21 | 61 | 8 | 40 | 2 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | -0.02 | -0.28 |
1 Week | 0.92 | 0.68 | 0.50 |
1 Month | -1.80 | -1.46 | -1.95 |
3 Months | 0.54 | -0.04 | -0.73 |
6 Months | 4.51 | 0.72 | 0.30 |
YTD | 12.24 | 5.22 | 4.41 |
1 Year | 18.66 | 4.62 | 4.07 |
3 Years Annualised | 8.72 | 4.00 | 2.22 |
5 Years Annualised | 9.98 | 3.23 | 2.15 |
10 Years Annualised | 10.60 | 2.81 | 2.29 |
Category: Europe Large-Cap Blend Equity | |||
Category Index: Morningstar DM Eur TME NR EUR |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.39 | -0.55 | 2.72 | - |
2023 | 8.41 | -1.83 | 0.64 | 5.41 |
2022 | -3.38 | -3.94 | -5.72 | 12.53 |
2021 | 1.48 | 7.84 | 2.22 | 2.91 |
2020 | -16.79 | 19.39 | -0.68 | 9.40 |
2019 | 7.13 | 9.09 | 0.08 | 1.84 |
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