LO Funds - Golden Age (USD) 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 | 15.98 | 1.25 | 18.11 | 17.44 | 16.38 | -9.89 | 0.39 | 3.13 |
+/- Category | -1.04 | 6.00 | -6.12 | -6.26 | 1.82 | 8.19 | -15.63 | -5.74 |
+/- Category Index | - | - | - | - | -1.68 | 9.08 | -21.92 | -10.53 |
% Rank in Category | 16 | 4 | 90 | 64 | 44 | 12 | 99 | 91 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.04 | 1.23 | 0.67 |
1 Week | 1.37 | -0.44 | -2.95 |
1 Month | -0.72 | 2.78 | 3.01 |
3 Months | -3.05 | -0.63 | -4.54 |
6 Months | 0.32 | -1.60 | -5.48 |
YTD | 1.35 | -4.83 | -11.31 |
1 Year | 2.54 | -10.43 | -17.97 |
3 Years Annualised | -1.77 | -2.66 | -7.32 |
5 Years Annualised | 3.95 | -3.85 | -7.19 |
10 Years Annualised | - | - | - |
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 | 6.91 | -5.23 | - | - |
2023 | -2.50 | 0.85 | -3.15 | 5.41 |
2022 | -10.14 | -6.40 | -0.68 | 7.87 |
2021 | 2.13 | 7.61 | 1.03 | 4.81 |
2020 | -12.66 | 19.12 | 3.17 | 9.40 |
2019 | 9.74 | 5.96 | 1.63 | -0.06 |
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