Margetts Opes Growth Fund R GBP AccRegister 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 | 12.11 | -8.92 | 24.09 | 9.40 | 13.33 | -17.30 | 12.50 | 10.65 |
+/- Category | -0.46 | -2.20 | 5.06 | -1.18 | -4.72 | -7.96 | -0.26 | 1.13 |
+/- Category Index | -1.01 | -5.41 | 2.53 | -2.85 | -6.33 | -9.59 | -2.75 | -1.57 |
% Rank in Category | 59 | 78 | 6 | 30 | 58 | 94 | 56 | 41 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | -0.36 | -1.29 |
1 Week | 1.78 | 0.04 | -0.93 |
1 Month | -2.93 | -0.43 | -0.70 |
3 Months | -1.56 | -0.12 | -1.96 |
6 Months | 5.40 | 0.98 | -1.70 |
YTD | 9.09 | 1.60 | -1.25 |
1 Year | 14.51 | 0.92 | -3.04 |
3 Years Annualised | 1.12 | -3.77 | -6.23 |
5 Years Annualised | 6.09 | -1.85 | -3.87 |
10 Years Annualised | 8.02 | -1.52 | -3.44 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.21 | 2.10 | - | - |
2023 | 3.42 | 2.47 | 0.25 | 5.89 |
2022 | -7.06 | -11.38 | -0.32 | 0.73 |
2021 | 1.17 | 8.50 | 0.68 | 2.55 |
2020 | -19.77 | 15.12 | 6.80 | 10.91 |
2019 | 8.57 | 6.46 | 2.56 | 4.68 |
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