LO Funds - Generation Global (CHF) MDRegister 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 | 23.60 | 2.44 | 24.53 | 16.62 | 20.65 | -19.43 | 20.30 | 7.30 |
+/- Category | 6.58 | 7.18 | 0.30 | -7.08 | 6.08 | -1.36 | 4.28 | -1.56 |
+/- Category Index | - | - | - | - | 2.58 | -0.46 | -2.01 | -6.35 |
% Rank in Category | 10 | 9 | 53 | 69 | 23 | 66 | 26 | 61 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.32 | 1.52 | 0.96 |
1 Week | 1.97 | 0.15 | -2.35 |
1 Month | -0.09 | 3.41 | 3.64 |
3 Months | -2.66 | -0.25 | -4.16 |
6 Months | 3.80 | 1.87 | -2.01 |
YTD | 5.02 | -1.17 | -7.64 |
1 Year | 16.13 | 3.16 | -4.38 |
3 Years Annualised | 1.68 | 0.79 | -3.88 |
5 Years Annualised | 7.92 | 0.12 | -3.22 |
10 Years Annualised | 13.62 | 3.05 | 0.85 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.41 | -2.15 | - | - |
2023 | 5.87 | 2.55 | -1.74 | 12.77 |
2022 | -6.99 | -16.27 | -0.16 | 3.63 |
2021 | 5.45 | 7.98 | 2.53 | 3.35 |
2020 | -18.02 | 22.72 | 3.39 | 12.11 |
2019 | 11.23 | 6.70 | 3.39 | 1.48 |
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