Quilter Investors UK Equity Large-Cap Income Fund U2 (GBP) IncomeRegister 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 | 11.82 | -10.20 | 22.32 | -7.82 | 15.21 | 0.68 | 9.39 | 14.13 |
+/- Category | 1.09 | 0.35 | 3.38 | 4.74 | -2.60 | 4.12 | 2.63 | 2.86 |
+/- Category Index | - | - | - | - | - | - | 1.77 | 2.61 |
% Rank in Category | 34 | 43 | 31 | 20 | 75 | 34 | 26 | 11 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | -0.09 | 0.02 |
1 Week | 0.23 | -0.14 | -1.01 |
1 Month | 0.21 | 0.67 | 0.19 |
3 Months | 4.71 | 0.86 | 1.40 |
6 Months | 7.69 | -0.67 | -0.01 |
YTD | 13.77 | 3.21 | 2.69 |
1 Year | 20.45 | 4.38 | 5.79 |
3 Years Annualised | 8.92 | 2.86 | 0.86 |
5 Years Annualised | 6.73 | 1.31 | 1.19 |
10 Years Annualised | 6.58 | 1.02 | 0.46 |
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 | 5.90 | 3.24 | - | - |
2023 | 2.90 | -1.74 | 2.82 | 5.22 |
2022 | 1.88 | -7.29 | -4.03 | 11.06 |
2021 | 6.80 | 2.30 | 2.07 | 3.31 |
2020 | -25.14 | 10.09 | -1.65 | 13.72 |
2019 | 9.34 | 3.80 | 3.40 | 4.24 |
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