Macquarie Valueinvest LUX Global BRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.08 | 2.39 | 11.84 | 4.60 | 8.94 | -0.16 | 5.96 | 2.74 |
+/- Category | -5.49 | 9.11 | -7.19 | -5.99 | -9.11 | 9.18 | -6.80 | -6.78 |
+/- Category Index | -6.04 | 5.90 | -9.71 | -7.65 | -10.73 | 7.55 | -9.29 | -9.48 |
% Rank in Category | 93 | 3 | 93 | 82 | 93 | 6 | 90 | 95 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.57 | 0.35 | -0.58 |
1 Week | 0.59 | -1.14 | -2.11 |
1 Month | -0.29 | 2.21 | 1.94 |
3 Months | -4.20 | -2.76 | -4.60 |
6 Months | 1.88 | -2.54 | -5.21 |
YTD | 1.66 | -5.84 | -8.69 |
1 Year | 1.62 | -11.97 | -15.93 |
3 Years Annualised | 2.62 | -2.27 | -4.73 |
5 Years Annualised | 3.83 | -4.11 | -6.13 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.17 | -2.53 | - | - |
2023 | 7.50 | 0.85 | -5.90 | 3.86 |
2022 | -4.28 | -0.70 | -2.38 | 7.60 |
2021 | 0.92 | 6.88 | -1.88 | 2.93 |
2020 | -8.47 | 10.58 | 0.86 | 2.48 |
2019 | 4.91 | 4.26 | 4.97 | -2.58 |
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