Multicooperation SICAV - Julius Baer Global Excellence Equity USD KRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 7.11 | 3.36 | 25.32 | 17.66 | 29.37 | -17.52 | 24.22 | 14.24 |
+/- Category | -9.90 | 8.11 | 1.09 | -6.03 | 14.81 | 0.56 | 8.20 | 4.88 |
+/- Category Index | - | - | - | - | 11.31 | 1.45 | 1.91 | -0.11 |
% Rank in Category | 93 | 2 | 6 | 12 | 2 | 55 | 15 | 15 |
Trailing Returns (GBP) | 24/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | 0.37 | -0.12 |
1 Week | -0.45 | 0.57 | -0.09 |
1 Month | 2.63 | 0.48 | -0.87 |
3 Months | 2.99 | -1.29 | -3.66 |
6 Months | 5.79 | 0.29 | -4.87 |
YTD | 16.64 | 5.44 | -1.57 |
1 Year | 25.82 | 3.10 | -3.97 |
3 Years Annualised | 8.65 | 6.57 | 2.21 |
5 Years Annualised | 13.83 | 4.27 | 1.39 |
10 Years Annualised | 13.33 | 2.34 | 0.19 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 12.63 | 5.81 | -4.13 | - |
2023 | 7.17 | 7.05 | -0.21 | 8.51 |
2022 | -9.17 | -12.43 | 1.95 | 1.71 |
2021 | 0.22 | 12.32 | 3.30 | 11.25 |
2020 | -8.60 | 21.42 | 5.38 | 0.61 |
2019 | 12.61 | 6.08 | 3.19 | 1.67 |
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