MI Charles Stanley Monthly High Income Fund C AccRegister 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 | 5.60 | -3.97 | 11.73 | 0.26 | 4.43 | -9.37 | 7.59 | 3.16 |
+/- Category | 0.73 | -0.09 | 2.66 | -3.57 | 0.98 | 0.91 | 1.30 | 0.62 |
+/- Category Index | - | - | - | -4.91 | 0.74 | 1.70 | -0.15 | 0.39 |
% Rank in Category | 31 | 53 | 16 | 88 | 41 | 33 | 23 | 28 |
Trailing Returns (GBP) | 16/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | -0.15 | 0.03 |
1 Week | 0.44 | -0.02 | 0.14 |
1 Month | 1.88 | 0.83 | 1.23 |
3 Months | 3.98 | 1.63 | 1.04 |
6 Months | 5.16 | 1.10 | 0.86 |
YTD | 4.49 | 1.25 | 0.90 |
1 Year | 13.65 | 5.08 | 4.39 |
3 Years Annualised | 0.87 | 1.06 | 0.58 |
5 Years Annualised | 2.04 | 0.54 | 0.15 |
10 Years Annualised | 2.74 | -0.08 | -1.01 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.56 | 1.58 | - | - |
2023 | 0.50 | -2.12 | 2.29 | 6.92 |
2022 | -1.91 | -6.07 | -7.05 | 5.83 |
2021 | 0.68 | 2.58 | 0.07 | 1.03 |
2020 | -10.61 | 6.92 | -0.05 | 4.95 |
2019 | 4.46 | 2.48 | 1.55 | 2.78 |
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