Wellington Strategic European Equity Fund USD S AcRegister 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 | 21.29 | -11.57 | 20.20 | 8.92 | 16.16 | -0.64 | 13.94 | 14.24 |
+/- Category | 6.71 | 0.27 | 2.58 | 4.60 | 0.83 | 7.66 | 2.37 | 8.27 |
+/- Category Index | 7.00 | -2.31 | 1.10 | 6.36 | -1.48 | 3.92 | 0.76 | 6.73 |
% Rank in Category | 4 | 51 | 24 | 18 | 50 | 6 | 24 | 1 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.93 | 0.72 | -0.05 |
1 Week | 1.65 | -0.07 | -0.01 |
1 Month | 0.42 | 3.05 | 1.93 |
3 Months | -1.50 | 2.31 | 1.20 |
6 Months | 9.94 | 4.46 | 3.30 |
YTD | 13.47 | 8.48 | 6.68 |
1 Year | 18.64 | 8.97 | 6.16 |
3 Years Annualised | 8.74 | 5.39 | 3.21 |
5 Years Annualised | 11.34 | 5.14 | 3.54 |
10 Years Annualised | 11.22 | 4.13 | 3.54 |
Category: Europe Large-Cap Blend Equity | |||
Category Index: Morningstar DM Eur TME NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.64 | -0.33 | - | - |
2023 | 8.67 | -1.61 | 0.87 | 5.64 |
2022 | -3.17 | -3.72 | -5.51 | 12.79 |
2021 | 1.71 | 8.08 | 2.46 | 3.14 |
2020 | -16.61 | 19.66 | -0.45 | 9.65 |
2019 | 7.37 | 9.34 | 0.31 | 2.07 |
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