Fundsmith Equity Fund I USD 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 | 22.24 | 2.51 | 25.06 | 17.44 | 20.15 | -12.08 | 11.15 | 6.00 |
+/- Category | 5.22 | 7.26 | 0.83 | -6.26 | 5.58 | 6.00 | -4.87 | -2.87 |
+/- Category Index | - | - | - | - | 2.08 | 6.89 | -11.16 | -7.66 |
% Rank in Category | 3 | 3 | 48 | 64 | 26 | 22 | 73 | 74 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.21 | 1.40 | 0.84 |
1 Week | 0.67 | -1.15 | -3.65 |
1 Month | 0.34 | 3.83 | 4.07 |
3 Months | -2.77 | -0.35 | -4.27 |
6 Months | 0.40 | -1.53 | -5.41 |
YTD | 6.83 | 0.65 | -5.82 |
1 Year | 9.57 | -3.40 | -10.94 |
3 Years Annualised | 2.74 | 1.85 | -2.82 |
5 Years Annualised | 7.39 | -0.41 | -3.75 |
10 Years Annualised | 14.74 | 4.17 | 1.97 |
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 | 9.46 | 0.10 | - | - |
2023 | 6.32 | 0.42 | -0.68 | 4.82 |
2022 | -8.92 | -8.17 | 1.32 | 3.75 |
2021 | 0.73 | 11.54 | 0.61 | 6.28 |
2020 | -7.79 | 15.35 | 5.77 | 4.40 |
2019 | 15.26 | 6.94 | 1.56 | -0.09 |
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