IFSL Marlborough Special Situations Fund Class P 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 | 27.04 | -11.54 | 19.71 | 17.26 | 21.00 | -31.57 | -0.97 | 7.76 |
+/- Category | 1.07 | 0.43 | -5.54 | 9.97 | -1.85 | -7.54 | -0.74 | -0.80 |
+/- Category Index | - | - | - | - | - | - | -7.88 | 4.75 |
% Rank in Category | 51 | 39 | 84 | 15 | 66 | 79 | 60 | 65 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.31 | 0.02 | 0.61 |
1 Week | 1.24 | -0.26 | -0.60 |
1 Month | 1.93 | -1.75 | -2.92 |
3 Months | 8.46 | -0.84 | 0.30 |
6 Months | 12.51 | -1.22 | 1.12 |
YTD | 10.64 | -1.61 | 2.91 |
1 Year | 16.51 | -1.05 | 1.04 |
3 Years Annualised | -8.07 | -3.82 | -5.95 |
5 Years Annualised | 3.22 | -1.73 | 1.31 |
10 Years Annualised | 7.07 | 0.05 | 1.93 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.22 | 8.00 | - | - |
2023 | -4.04 | -2.69 | -1.45 | 7.61 |
2022 | -14.20 | -12.45 | -11.25 | 2.65 |
2021 | 7.72 | 8.00 | 5.47 | -1.38 |
2020 | -28.66 | 25.12 | 9.45 | 20.02 |
2019 | 5.25 | 3.84 | -1.01 | 10.66 |
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