Nedgroup Investments Global Cautious Fund USD 'A' Share ClassRegister 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 | -6.22 | 4.15 | 1.33 | 0.09 | 2.84 | 5.79 | 1.76 | 1.20 |
+/- Category | -4.10 | 1.96 | -4.71 | -2.30 | -1.24 | 5.69 | 0.15 | -1.85 |
+/- Category Index | - | - | - | - | 0.27 | 5.89 | -1.15 | -1.88 |
% Rank in Category | 95 | 25 | 96 | 77 | 67 | 17 | 44 | 92 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.12 | -0.01 |
1 Week | -0.02 | 0.08 | 0.07 |
1 Month | 1.74 | 0.28 | -0.43 |
3 Months | 0.62 | 0.30 | -0.42 |
6 Months | 2.30 | -0.38 | -0.94 |
YTD | 1.48 | -1.81 | -2.18 |
1 Year | 6.41 | -1.39 | -1.89 |
3 Years Annualised | 3.51 | 0.93 | 0.72 |
5 Years Annualised | 1.13 | -0.18 | 0.15 |
10 Years Annualised | 5.11 | -0.44 | -0.77 |
Category: USD Cautious Allocation | |||
Category Index: Morningstar EAA USD Cau Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.80 | 0.01 | - | - |
2023 | -0.22 | -2.59 | 2.69 | 1.94 |
2022 | 1.77 | 3.71 | 3.63 | -3.28 |
2021 | 0.55 | 0.75 | 1.35 | 0.17 |
2020 | 0.10 | 4.54 | -2.67 | -1.73 |
2019 | 1.23 | 2.22 | 2.30 | -4.28 |
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