Newton SRI Fund for Charities X AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 11.17 | -2.95 | 20.00 | 8.84 | 15.69 | -6.91 | 9.29 | 6.81 |
+/- Category | 1.16 | 3.41 | 4.33 | 3.59 | 4.55 | 3.17 | 0.92 | 0.84 |
+/- Category Index | - | - | - | 4.32 | 3.43 | 0.36 | -1.38 | -0.23 |
% Rank in Category | 31 | 10 | 9 | 21 | 9 | 20 | 37 | 34 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.27 | 0.09 | 0.39 |
1 Week | 0.16 | -0.26 | -0.10 |
1 Month | 1.05 | -0.48 | -0.06 |
3 Months | 3.72 | 0.67 | -0.19 |
6 Months | 7.79 | 0.12 | -0.81 |
YTD | 6.88 | 0.22 | -0.95 |
1 Year | 12.50 | -0.37 | -2.56 |
3 Years Annualised | 5.25 | 2.58 | 0.22 |
5 Years Annualised | 7.18 | 2.62 | 1.44 |
10 Years Annualised | 8.19 | 2.41 | 1.09 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.20 | 2.50 | - | - |
2023 | 3.48 | 1.33 | -0.04 | 4.27 |
2022 | -3.29 | -5.34 | -1.40 | 3.13 |
2021 | 3.27 | 3.85 | 2.68 | 5.05 |
2020 | -15.09 | 15.33 | 1.50 | 9.49 |
2019 | 6.92 | 6.59 | 2.20 | 3.03 |
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