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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 | 8.97 | -1.84 | 20.86 | 1.79 | 27.73 | -5.93 | 15.22 | 9.16 |
+/- Category | -3.61 | 4.87 | 1.83 | -8.80 | 9.68 | 3.41 | 2.46 | -0.60 |
+/- Category Index | -4.16 | 1.67 | -0.69 | -10.47 | 8.07 | 1.79 | -0.03 | -3.53 |
% Rank in Category | 86 | 12 | 40 | 90 | 4 | 20 | 35 | 60 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.90 | 0.60 | 0.84 |
1 Week | 2.56 | 1.58 | 1.69 |
1 Month | 3.75 | 0.61 | -0.58 |
3 Months | 5.60 | 2.97 | 1.79 |
6 Months | 10.77 | 3.44 | 1.03 |
YTD | 14.46 | 1.27 | -1.84 |
1 Year | 19.85 | 0.89 | -2.18 |
3 Years Annualised | 10.87 | 3.98 | 1.79 |
5 Years Annualised | 10.45 | 0.93 | -1.18 |
10 Years Annualised | 12.12 | 1.70 | -0.17 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.99 | 0.94 | 1.08 | - |
2023 | 3.19 | 4.46 | 0.96 | 5.87 |
2022 | -2.36 | -8.83 | 2.37 | 3.24 |
2021 | 7.39 | 5.13 | 3.51 | 9.31 |
2020 | -14.77 | 13.33 | 2.01 | 3.30 |
2019 | 9.03 | 6.74 | 5.13 | -1.22 |
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