Nedgroup Investments Global Cautious Fund USD 'B' Share ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | -6.59 | 3.74 | 0.92 | -0.31 | 2.43 | 5.36 | 1.35 | 0.52 |
+/- Category | -4.47 | 1.55 | -5.12 | -2.70 | -1.65 | 5.27 | -0.25 | -1.49 |
+/- Category Index | - | - | - | - | -0.14 | 5.47 | -1.55 | -1.50 |
% Rank in Category | 96 | 29 | 97 | 82 | 74 | 19 | 52 | 86 |
Trailing Returns (GBP) | 13/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.16 | -0.01 | -0.03 |
1 Week | 0.62 | 0.51 | 0.69 |
1 Month | -0.37 | 0.50 | 0.44 |
3 Months | 1.17 | 1.55 | 1.43 |
6 Months | 1.43 | -0.23 | -0.66 |
YTD | 0.86 | -1.70 | -1.78 |
1 Year | 4.13 | -0.31 | -0.54 |
3 Years Annualised | 3.07 | 0.72 | 0.78 |
5 Years Annualised | 1.17 | -0.50 | -0.10 |
10 Years Annualised | 4.15 | -1.00 | -1.30 |
Category: USD Cautious Allocation | |||
Category Index: Morningstar EAA USD Cau Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.70 | -0.09 | - | - |
2023 | -0.32 | -2.68 | 2.59 | 1.84 |
2022 | 1.67 | 3.61 | 3.52 | -3.38 |
2021 | 0.45 | 0.65 | 1.24 | 0.07 |
2020 | 0.00 | 4.44 | -2.77 | -1.84 |
2019 | 1.13 | 2.12 | 2.19 | -4.38 |
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