WS Lindsell Train UK Equity Fund D IncomeRegister 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 | 20.88 | -0.92 | 23.01 | -2.33 | 12.89 | -5.93 | 4.80 | 1.02 |
+/- Category | 9.25 | 8.89 | 3.67 | 6.77 | -5.08 | -3.86 | -3.41 | -9.15 |
+/- Category Index | - | - | - | - | - | - | -2.82 | -9.69 |
% Rank in Category | 21 | 1 | 58 | 37 | 90 | 77 | 96 | 100 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.92 | 0.98 | 0.22 |
1 Week | 2.15 | -0.13 | 0.36 |
1 Month | -1.70 | -1.07 | -2.42 |
3 Months | -3.42 | -2.15 | -3.24 |
6 Months | -0.73 | -10.72 | -13.24 |
YTD | -1.25 | -8.59 | -11.03 |
1 Year | -1.87 | -13.65 | -16.49 |
3 Years Annualised | -0.43 | -5.35 | -7.47 |
5 Years Annualised | 1.31 | -4.10 | -5.00 |
10 Years Annualised | 7.93 | 2.35 | 1.99 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.29 | -0.30 | - | - |
2023 | 5.73 | -0.41 | -3.14 | 2.76 |
2022 | -6.95 | -8.04 | 3.51 | 6.21 |
2021 | -0.48 | 8.36 | 0.40 | 4.26 |
2020 | -15.84 | 10.14 | 1.88 | 3.43 |
2019 | 9.73 | 10.01 | 4.00 | -2.02 |
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