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Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 13.63 | -11.48 | 18.28 | 9.14 | 23.03 | -2.42 | 10.95 | 11.64 |
+/- Category | 2.68 | -3.17 | 3.65 | 7.40 | 4.79 | -2.91 | 1.65 | 3.80 |
+/- Category Index | - | - | - | - | 1.74 | -6.02 | 2.21 | 0.98 |
% Rank in Category | 53 | 62 | 48 | 61 | 23 | 70 | 37 | 11 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | -0.41 | -0.30 |
1 Week | 1.42 | 0.45 | 0.79 |
1 Month | -1.25 | -1.20 | -0.76 |
3 Months | -1.15 | -3.37 | -3.39 |
6 Months | 5.15 | 1.97 | 0.57 |
YTD | 9.40 | 2.23 | 0.16 |
1 Year | 13.46 | 4.16 | 1.01 |
3 Years Annualised | 7.28 | 0.51 | -2.02 |
5 Years Annualised | 9.93 | 2.73 | 1.50 |
10 Years Annualised | 8.25 | 0.17 | -1.23 |
Category: Global Large-Cap Value Equity | |||
Category Index: Morningstar Gbl Val TME NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.84 | 6.55 | - | - |
2023 | 4.20 | -1.91 | 5.12 | 3.27 |
2022 | -3.07 | -3.05 | -5.24 | 9.57 |
2021 | 6.85 | 8.54 | 3.03 | 2.95 |
2020 | -24.26 | 17.77 | 6.02 | 15.41 |
2019 | 7.46 | 7.96 | -0.61 | 2.57 |
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