MI Chelverton UK Equity Growth Fund B Accumulation sharesRegister 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 | 33.35 | -8.91 | 40.58 | 15.93 | 28.73 | -22.16 | -3.86 | 15.55 |
+/- Category | 7.38 | 3.07 | 15.33 | 8.64 | 5.88 | 1.87 | -3.62 | 3.40 |
+/- Category Index | - | - | - | - | - | - | -10.77 | 6.14 |
% Rank in Category | 11 | 24 | 2 | 17 | 15 | 35 | 76 | 20 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.17 | -0.19 | -0.38 |
1 Week | 0.03 | 0.01 | -1.75 |
1 Month | -2.64 | -0.31 | -3.56 |
3 Months | -0.94 | -1.69 | -7.11 |
6 Months | 9.80 | 0.74 | -1.08 |
YTD | 12.02 | 2.94 | 2.92 |
1 Year | 15.17 | 1.06 | 0.01 |
3 Years Annualised | -6.62 | 0.47 | -3.08 |
5 Years Annualised | 7.71 | 3.33 | 5.86 |
10 Years Annualised | - | - | - |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.11 | 8.28 | - | - |
2023 | -3.68 | -1.68 | -4.07 | 5.83 |
2022 | -11.99 | -10.34 | -7.65 | 6.82 |
2021 | 13.03 | 9.03 | 6.63 | -2.04 |
2020 | -28.13 | 21.97 | 9.28 | 21.02 |
2019 | 9.85 | 6.79 | 3.90 | 15.34 |
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