CFP SDL UK Buffettology Fund General 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 | 25.63 | 0.37 | 25.25 | 3.85 | 8.77 | -23.38 | 1.10 | 8.84 |
+/- Category | 6.09 | 15.31 | -5.58 | 6.78 | -6.03 | -1.22 | -4.80 | -3.32 |
+/- Category Index | - | - | - | - | - | - | -15.46 | -0.60 |
% Rank in Category | 59 | 4 | 62 | 61 | 87 | 62 | 86 | 91 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.90 | 0.97 | -0.08 |
1 Week | 1.35 | -0.46 | -0.51 |
1 Month | -0.35 | 1.34 | 1.30 |
3 Months | 2.08 | 0.60 | 0.96 |
6 Months | 5.33 | -4.83 | -4.99 |
YTD | 7.49 | -0.47 | 0.95 |
1 Year | 10.33 | -2.43 | -4.48 |
3 Years Annualised | -7.33 | -2.84 | -6.28 |
5 Years Annualised | 1.06 | -2.70 | -3.82 |
10 Years Annualised | 8.39 | 2.97 | 2.77 |
Category: UK Mid-Cap Equity | |||
Category Index: Morningstar UK SMID Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.79 | 3.17 | - | - |
2023 | -2.50 | 1.09 | -1.44 | 4.08 |
2022 | -14.40 | -12.14 | -6.30 | 8.71 |
2021 | -0.39 | 6.90 | 5.53 | -3.21 |
2020 | -26.04 | 19.82 | 2.74 | 14.06 |
2019 | 3.85 | 9.51 | 1.11 | 8.91 |
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