TM UBS (UK) - UK Equity C GBP 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 | 14.59 | -8.27 | 16.94 | -9.59 | 16.32 | -2.30 | 6.46 | 8.28 |
+/- Category | 2.96 | 1.54 | -2.40 | -0.49 | -1.65 | -0.22 | -1.75 | 1.26 |
+/- Category Index | - | - | - | - | - | - | -1.16 | 0.99 |
% Rank in Category | 11 | 17 | 77 | 43 | 62 | 63 | 86 | 19 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.17 | -0.06 | 0.61 |
1 Week | 0.28 | -0.17 | 0.18 |
1 Month | 2.66 | 0.73 | 1.59 |
3 Months | 4.78 | 0.07 | 0.51 |
6 Months | 10.52 | 0.66 | 0.47 |
YTD | 8.89 | 1.00 | 0.75 |
1 Year | 14.51 | 0.28 | -0.45 |
3 Years Annualised | 6.39 | 0.06 | -1.47 |
5 Years Annualised | 4.17 | -0.62 | -0.80 |
10 Years Annualised | 5.46 | -0.18 | -0.36 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.92 | 4.19 | - | - |
2023 | 4.11 | -1.50 | 0.83 | 2.97 |
2022 | 0.38 | -5.78 | -3.98 | 7.58 |
2021 | 4.23 | 4.48 | 3.95 | 2.75 |
2020 | -24.68 | 11.13 | -5.29 | 14.04 |
2019 | 8.47 | 2.82 | 2.46 | 2.33 |
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