Wellington Strategic European Equity Fund GBP N A1 DiRegister 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 | 21.12 | -11.70 | 20.03 | 8.76 | 16.00 | -0.79 | 13.78 | 14.14 |
+/- Category | 6.55 | 0.14 | 2.41 | 4.44 | 0.67 | 7.51 | 2.21 | 8.17 |
+/- Category Index | 6.83 | -2.44 | 0.93 | 6.20 | -1.64 | 3.76 | 0.59 | 6.63 |
% Rank in Category | 4 | 53 | 26 | 18 | 51 | 6 | 26 | 1 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.01 | -0.26 |
1 Week | 2.34 | 0.62 | 0.26 |
1 Month | -0.52 | 2.11 | 1.95 |
3 Months | -2.81 | 1.01 | 0.72 |
6 Months | 9.94 | 4.46 | 3.34 |
YTD | 12.31 | 7.33 | 6.56 |
1 Year | 17.57 | 7.90 | 6.24 |
3 Years Annualised | 8.24 | 4.90 | 3.05 |
5 Years Annualised | 10.54 | 4.34 | 3.38 |
10 Years Annualised | 11.00 | 3.91 | 3.39 |
Category: Europe Large-Cap Blend Equity | |||
Category Index: Morningstar DM Eur TME NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.60 | -0.37 | - | - |
2023 | 8.63 | -1.65 | 0.83 | 5.61 |
2022 | -3.20 | -3.76 | -5.54 | 12.75 |
2021 | 1.68 | 8.04 | 2.42 | 3.10 |
2020 | -16.64 | 19.61 | -0.49 | 9.61 |
2019 | 7.33 | 9.30 | 0.27 | 2.04 |
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