IFSL Marlborough US Focus Fund Class P IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 8.83 | -0.27 | 32.89 | 9.57 | 27.40 | -5.42 | 14.94 | 9.54 |
+/- Category | 3.10 | 0.86 | 12.57 | 9.85 | 0.82 | -10.36 | 11.50 | -0.54 |
+/- Category Index | 3.21 | 0.88 | 14.81 | 12.92 | - | -15.86 | 15.37 | -1.80 |
% Rank in Category | 15 | 28 | 1 | 9 | 39 | 91 | 9 | 57 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.49 | 0.44 | -0.36 |
1 Week | 0.55 | -0.43 | -0.53 |
1 Month | 4.44 | 3.80 | 3.41 |
3 Months | 2.70 | 2.71 | 3.04 |
6 Months | 6.43 | 0.15 | -1.04 |
YTD | 8.85 | 0.50 | 0.09 |
1 Year | 16.78 | 3.48 | 4.44 |
3 Years Annualised | 9.37 | 0.71 | 0.72 |
5 Years Annualised | 10.39 | 0.87 | 2.27 |
10 Years Annualised | 14.24 | 2.48 | 2.79 |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.49 | -2.92 | - | - |
2023 | -0.28 | 5.06 | 2.94 | 6.56 |
2022 | -3.38 | -4.68 | 2.99 | -0.29 |
2021 | 3.96 | 7.81 | 2.27 | 11.15 |
2020 | -6.14 | 13.31 | 4.97 | -1.86 |
2019 | 9.05 | 13.75 | 6.55 | 0.55 |
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