Edmond de Rothschild Fund - Income Europe I-EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 11.00 | -4.23 | 1.80 | 3.09 | -1.29 | -1.97 | 5.57 | 1.29 |
+/- Category | 4.41 | -0.50 | 1.06 | -3.28 | 1.36 | 3.24 | 1.29 | 0.85 |
+/- Category Index | 4.73 | -3.75 | -0.48 | -5.93 | 2.80 | 6.48 | 0.61 | 0.81 |
% Rank in Category | 5 | 60 | 42 | 88 | 29 | 23 | 29 | 25 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.20 | -0.35 | -0.35 |
1 Week | 0.34 | 0.22 | 0.18 |
1 Month | -0.39 | -0.53 | -0.05 |
3 Months | 2.10 | 0.96 | 0.68 |
6 Months | 2.87 | 1.17 | 0.80 |
YTD | 2.16 | 0.73 | 1.36 |
1 Year | 7.19 | 0.91 | 0.02 |
3 Years Annualised | 2.03 | 2.48 | 3.10 |
5 Years Annualised | 1.15 | 0.72 | 1.19 |
10 Years Annualised | 3.81 | 1.62 | 1.32 |
Category: EUR Cautious Allocation | |||
Category Index: Morningstar EU Cau Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.68 | -1.07 | 1.70 | - |
2023 | 0.51 | -1.29 | 1.61 | 4.72 |
2022 | -1.51 | -5.12 | -1.17 | 6.14 |
2021 | -3.37 | 2.98 | 0.56 | -1.35 |
2020 | -9.35 | 9.75 | 0.90 | 2.70 |
2019 | -0.03 | 4.99 | 1.11 | -4.07 |
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