Ninety One UK Equity Income J AccRegister 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 | 12.04 | -7.45 | 22.93 | -4.82 | 13.69 | -2.61 | 7.78 | 6.72 |
+/- Category | 1.31 | 3.11 | 3.99 | 7.74 | -4.12 | 0.83 | 1.02 | -4.34 |
+/- Category Index | - | - | - | - | - | - | 0.16 | -3.99 |
% Rank in Category | 31 | 18 | 28 | 8 | 89 | 59 | 48 | 95 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.93 | 0.97 | 0.23 |
1 Week | 1.78 | -0.43 | -0.01 |
1 Month | 2.33 | 3.00 | 1.60 |
3 Months | 2.48 | 2.61 | 2.65 |
6 Months | 5.89 | -5.53 | -6.61 |
YTD | 6.16 | -2.06 | -3.62 |
1 Year | 10.07 | -3.87 | -4.55 |
3 Years Annualised | 4.65 | 0.10 | -2.40 |
5 Years Annualised | 4.50 | -1.21 | -1.82 |
10 Years Annualised* | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.57 | 1.89 | - | - |
2023 | 4.00 | -0.57 | 0.02 | 4.21 |
2022 | -4.88 | -5.11 | 0.10 | 7.78 |
2021 | 2.26 | 6.80 | -0.32 | 4.44 |
2020 | -18.21 | 12.90 | 0.43 | 2.64 |
2019 | 11.99 | 6.37 | 1.38 | 1.79 |
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