S&W Aubrey Global Conviction Retail B AccumulationRegister 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 | 37.88 | -6.18 | 29.95 | 50.38 | 4.62 | -37.87 | 10.28 | 26.39 |
+/- Category | 23.68 | 4.34 | 12.87 | 36.08 | -10.40 | -28.06 | 0.81 | 20.19 |
+/- Category Index | 24.85 | -1.94 | 8.61 | 37.88 | -14.37 | -29.82 | -4.36 | 14.46 |
% Rank in Category | 1 | 62 | 4 | 3 | 92 | 100 | 42 | 1 |
Trailing Returns (GBP) | 16/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.27 | 1.08 | 1.22 |
1 Week | 1.33 | 0.52 | 0.33 |
1 Month | 9.42 | 6.74 | 5.16 |
3 Months | 11.66 | 10.48 | 7.93 |
6 Months | 15.25 | 10.36 | 5.68 |
YTD | 35.15 | 27.06 | 19.66 |
1 Year | 46.15 | 30.68 | 24.51 |
3 Years Annualised | -3.82 | -6.45 | -12.14 |
5 Years Annualised | 8.09 | 0.21 | -3.10 |
10 Years Annualised | 12.06 | 2.83 | 0.03 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.85 | 1.42 | 4.86 | - |
2023 | 8.20 | -6.37 | -1.72 | 10.76 |
2022 | -20.61 | -20.84 | -2.40 | 1.29 |
2021 | -5.41 | 9.78 | 3.07 | -2.25 |
2020 | -3.92 | 38.08 | 10.19 | 2.87 |
2019 | 19.18 | 9.97 | -1.14 | 0.30 |
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