Unicorn Mastertrust Overseas IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 18.50 | -6.95 | 17.24 | 8.33 | 14.83 | -14.24 | 5.98 | 8.60 |
+/- Category | 5.79 | 0.25 | -0.82 | 1.42 | 1.26 | -4.44 | -3.45 | -0.06 |
+/- Category Index | - | - | - | 2.34 | -1.49 | -8.39 | -6.43 | -2.01 |
% Rank in Category | 3 | 46 | 58 | 38 | 42 | 84 | 86 | 57 |
Trailing Returns (GBP) | 18/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | -0.14 | -0.01 |
1 Week | 0.43 | -0.46 | -0.59 |
1 Month | -0.02 | -2.48 | -3.02 |
3 Months | -2.68 | -4.77 | -6.03 |
6 Months | 5.17 | -1.65 | -3.54 |
YTD | 7.46 | -2.81 | -5.82 |
1 Year | 17.97 | 1.32 | -0.75 |
3 Years Annualised | 0.45 | -3.47 | -7.03 |
5 Years Annualised | 5.79 | -0.74 | -3.22 |
10 Years Annualised | 7.64 | 0.20 | -2.01 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.30 | 6.23 | 0.92 | - |
2023 | -2.40 | 0.41 | 1.44 | 6.60 |
2022 | -7.20 | -10.34 | -5.19 | 8.72 |
2021 | 2.67 | 5.93 | 2.60 | 2.90 |
2020 | -27.81 | 19.26 | 3.20 | 21.94 |
2019 | 6.31 | 3.30 | -1.01 | 7.85 |
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