Newton SRI Fund for Charities Sterling AccumulationRegister 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 | 10.56 | -3.49 | 19.34 | 8.27 | 15.01 | -7.51 | 8.69 | 7.26 |
+/- Category | 0.56 | 2.87 | 3.67 | 3.02 | 3.86 | 2.57 | 0.32 | 0.11 |
+/- Category Index | - | - | - | 3.75 | 2.74 | -0.24 | -1.98 | -1.55 |
% Rank in Category | 41 | 14 | 12 | 27 | 11 | 25 | 44 | 47 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.10 | -0.03 | 0.10 |
1 Week | 1.32 | -0.04 | 0.27 |
1 Month | 0.61 | 0.31 | 0.61 |
3 Months | 1.66 | -0.13 | -0.02 |
6 Months | 4.65 | 0.40 | -0.94 |
YTD | 7.28 | 0.37 | -1.17 |
1 Year | 9.31 | -1.69 | -3.43 |
3 Years Annualised | 3.80 | 1.64 | -0.80 |
5 Years Annualised | 6.78 | 2.23 | 0.97 |
10 Years Annualised | 7.33 | 1.81 | 0.48 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.07 | 2.37 | - | - |
2023 | 3.31 | 1.19 | -0.16 | 4.13 |
2022 | -3.44 | -5.49 | -1.57 | 2.96 |
2021 | 3.17 | 3.68 | 2.51 | 4.88 |
2020 | -15.21 | 15.18 | 1.36 | 9.38 |
2019 | 6.77 | 6.44 | 2.06 | 2.88 |
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