Wellington Global Quality Growth Fund USD D AcRegister 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 | 18.17 | 3.65 | 25.23 | 17.67 | 17.74 | -16.41 | 14.12 | 14.93 |
+/- Category | 1.16 | 8.39 | 1.00 | -6.03 | 3.18 | 1.67 | -1.91 | 3.81 |
+/- Category Index | - | - | - | - | -0.32 | 2.56 | -8.19 | -1.15 |
% Rank in Category | 38 | 5 | 46 | 63 | 38 | 48 | 57 | 24 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.95 | 1.10 | 0.07 |
1 Week | -0.82 | 0.77 | 0.56 |
1 Month | -2.77 | 0.94 | 1.41 |
3 Months | 1.03 | 0.80 | -2.02 |
6 Months | 8.58 | 3.30 | -0.79 |
YTD | 12.41 | 6.19 | 0.59 |
1 Year | 21.07 | 9.16 | 2.09 |
3 Years Annualised | 4.31 | 3.24 | -1.18 |
5 Years Annualised | 7.70 | 0.21 | -2.68 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.13 | 1.59 | - | - |
2023 | 1.60 | 3.98 | 1.82 | 6.10 |
2022 | -8.98 | -9.53 | 1.66 | -0.15 |
2021 | 0.75 | 7.73 | 2.77 | 5.56 |
2020 | -11.05 | 23.08 | 3.97 | 3.38 |
2019 | 12.47 | 8.01 | 2.86 | 0.22 |
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