TM UBS (UK) - UK Equity C GBP IncomeRegister 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 | 14.61 | -8.21 | 18.02 | 82.14 | 16.41 | -2.33 | 6.47 | 11.52 |
+/- Category | 2.97 | 1.60 | -1.33 | 91.24 | -1.55 | -0.26 | -1.74 | 1.35 |
+/- Category Index | - | - | - | - | - | - | -1.15 | 0.81 |
% Rank in Category | 10 | 16 | 63 | 1 | 61 | 63 | 85 | 18 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.72 | 0.78 | 0.02 |
1 Week | 2.14 | -0.14 | 0.34 |
1 Month | 0.42 | 1.05 | -0.30 |
3 Months | 0.60 | 1.86 | 0.78 |
6 Months | 12.70 | 2.71 | 0.20 |
YTD | 9.55 | 2.22 | -0.23 |
1 Year | 14.89 | 3.11 | 0.27 |
3 Years Annualised | 4.96 | 0.04 | -2.08 |
5 Years Annualised | 20.78 | 15.37 | 14.47 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.96 | 4.25 | - | - |
2023 | 4.10 | -1.49 | 0.86 | 2.94 |
2022 | 0.39 | -5.77 | -4.04 | 7.60 |
2021 | 4.23 | 4.56 | 3.95 | 2.77 |
2020 | -24.68 | 11.19 | -5.34 | 129.77 |
2019 | 8.44 | 3.82 | 2.41 | 2.37 |
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