Quilter Investors UK Equity Large-Cap Income Fund U2 (GBP) AccumulationRegister to Unlock Ratings |
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 | 11.94 | -10.22 | 22.34 | -7.74 | 15.16 | 0.70 | 9.39 | 14.15 |
+/- Category | 1.20 | 0.34 | 3.40 | 4.82 | -2.65 | 4.14 | 2.63 | 2.88 |
+/- Category Index | - | - | - | - | - | - | 1.77 | 2.62 |
% Rank in Category | 32 | 43 | 31 | 19 | 75 | 34 | 25 | 10 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.46 | -0.09 | 0.03 |
1 Week | 0.26 | -0.11 | -0.98 |
1 Month | 0.26 | 0.72 | 0.24 |
3 Months | 4.70 | 0.85 | 1.39 |
6 Months | 7.74 | -0.62 | 0.05 |
YTD | 13.81 | 3.25 | 2.73 |
1 Year | 20.44 | 4.38 | 5.78 |
3 Years Annualised | 8.95 | 2.89 | 0.89 |
5 Years Annualised | 6.76 | 1.34 | 1.22 |
10 Years Annualised | 6.60 | 1.05 | 0.48 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.92 | 3.23 | - | - |
2023 | 2.86 | -1.73 | 2.89 | 5.19 |
2022 | 1.85 | -7.34 | -3.93 | 11.06 |
2021 | 6.77 | 2.21 | 2.16 | 3.30 |
2020 | -25.12 | 10.06 | -1.65 | 13.82 |
2019 | 9.30 | 3.80 | 3.44 | 4.25 |
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