IFSL Marlborough Multi Cap Income 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 | 18.85 | -13.60 | 26.76 | -12.44 | 21.49 | -19.58 | 5.61 | 13.73 |
+/- Category | 8.12 | -3.05 | 7.81 | 0.12 | 3.68 | -16.14 | -1.14 | 2.67 |
+/- Category Index | - | - | - | - | - | - | -2.01 | 3.03 |
% Rank in Category | 5 | 78 | 9 | 56 | 22 | 94 | 74 | 10 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.83 | 0.87 | 0.13 |
1 Week | 1.64 | -0.57 | -0.15 |
1 Month | -0.81 | -0.14 | -1.53 |
3 Months | 1.56 | 1.70 | 1.74 |
6 Months | 13.84 | 2.42 | 1.34 |
YTD | 11.17 | 2.95 | 1.39 |
1 Year | 15.78 | 1.84 | 1.16 |
3 Years Annualised | -1.23 | -5.78 | -8.28 |
5 Years Annualised | 3.20 | -2.52 | -3.12 |
10 Years Annualised | 4.25 | -1.07 | -1.69 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.19 | 4.54 | - | - |
2023 | 0.11 | 0.15 | -1.43 | 6.87 |
2022 | -6.49 | -10.74 | -12.93 | 10.65 |
2021 | 4.52 | 6.87 | 4.04 | 4.54 |
2020 | -30.56 | 12.05 | -0.35 | 12.92 |
2019 | 10.96 | 3.36 | -0.58 | 11.18 |
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