Quilter Investors UK Equity Opportunities Fund U2 (GBP) AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 6.69 | -14.72 | 29.12 | -1.97 | 15.10 | -9.76 | 13.72 | 9.38 |
+/- Category | -9.43 | -2.54 | 5.37 | 3.04 | -1.23 | 1.93 | 5.72 | 2.85 |
+/- Category Index | - | - | - | - | - | - | 6.10 | 2.09 |
% Rank in Category | 95 | 68 | 25 | 36 | 59 | 45 | 10 | 18 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 2.15 | 0.42 | 0.79 |
1 Week | 0.59 | -0.14 | -1.07 |
1 Month | 2.76 | 0.85 | 1.22 |
3 Months | 5.16 | -0.07 | 1.72 |
6 Months | 13.83 | 3.46 | 2.64 |
YTD | 12.26 | 3.43 | 2.64 |
1 Year | 16.38 | 4.08 | 3.81 |
3 Years Annualised | 4.76 | 2.47 | -3.40 |
5 Years Annualised | 8.06 | 3.67 | 2.89 |
10 Years Annualised | 5.78 | 0.30 | -0.04 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.98 | 4.18 | - | - |
2023 | 5.52 | 1.06 | 2.52 | 4.02 |
2022 | -6.80 | -7.58 | -8.28 | 14.22 |
2021 | 8.52 | 4.85 | 2.11 | -0.93 |
2020 | -31.26 | 16.87 | -2.36 | 24.98 |
2019 | 8.04 | 3.09 | 3.61 | 11.89 |
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