Quilter Investors Ethical Equity Fund R (GBP) AccumulationRegister 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 | 12.78 | -14.76 | 28.09 | 12.72 | 28.60 | -12.61 | 21.81 | 6.92 |
+/- Category | -1.41 | -4.24 | 11.01 | -1.58 | 13.57 | -2.80 | 12.34 | 1.02 |
+/- Category Index | -0.25 | -10.53 | 6.75 | 0.22 | 9.60 | -4.56 | 7.17 | -4.29 |
% Rank in Category | 59 | 78 | 7 | 48 | 5 | 56 | 6 | 43 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.62 | 0.27 | 0.49 |
1 Week | 0.97 | 0.18 | 0.59 |
1 Month | 3.02 | 1.78 | 1.37 |
3 Months | 3.34 | 1.27 | -1.68 |
6 Months | 9.95 | 1.82 | -2.56 |
YTD | 8.34 | 1.72 | -3.72 |
1 Year | 18.62 | 5.69 | -2.62 |
3 Years Annualised | 8.71 | 6.01 | 0.57 |
5 Years Annualised | 11.86 | 5.01 | 1.97 |
10 Years Annualised | 11.08 | 2.46 | -0.49 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.82 | 0.09 | - | - |
2023 | 6.58 | 4.33 | -0.88 | 10.52 |
2022 | -6.66 | -12.16 | 2.64 | 3.83 |
2021 | 4.54 | 8.68 | 5.31 | 7.48 |
2020 | -17.54 | 16.76 | 7.06 | 9.36 |
2019 | 11.42 | 7.23 | 3.76 | 3.32 |
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