Edmond de Rothschild Fund - Income Europe B EURRegister 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 | 10.23 | -4.90 | 1.11 | 2.38 | -1.96 | -2.62 | 4.90 | 1.54 |
+/- Category | 3.64 | -1.17 | 0.37 | -4.00 | 0.68 | 2.59 | 0.62 | 0.72 |
+/- Category Index | 3.97 | -4.41 | -1.18 | -6.65 | 2.13 | 5.83 | -0.06 | 0.71 |
% Rank in Category | 8 | 75 | 49 | 93 | 36 | 27 | 40 | 27 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | 0.25 | 0.07 |
1 Week | -0.54 | -0.23 | 0.00 |
1 Month | -0.63 | -0.09 | 0.23 |
3 Months | 1.94 | 1.55 | 0.62 |
6 Months | 0.69 | 0.63 | -0.10 |
YTD | 1.21 | 0.43 | 0.62 |
1 Year | 5.36 | 0.34 | -0.66 |
3 Years Annualised | 0.61 | 1.84 | 2.22 |
5 Years Annualised | -0.10 | 0.19 | 0.57 |
10 Years Annualised | 2.91 | 0.83 | 0.37 |
Category: EUR Cautious Allocation | |||
Category Index: Morningstar EU Cau Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.52 | -1.23 | - | - |
2023 | 0.35 | -1.45 | 1.44 | 4.55 |
2022 | -1.68 | -5.28 | -1.32 | 5.96 |
2021 | -3.53 | 2.80 | 0.39 | -1.52 |
2020 | -9.51 | 9.55 | 0.73 | 2.52 |
2019 | -0.19 | 4.81 | 0.92 | -4.22 |
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