SVS Brooks Macdonald Defensive Capital Class B EUR Hedged 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 | 7.39 | -2.46 | -0.50 | 7.76 | 3.14 | -1.40 | -2.25 | 0.42 |
+/- Category | -1.23 | 3.39 | -6.73 | -0.38 | 0.51 | 6.61 | -8.06 | -2.93 |
+/- Category Index | - | - | - | -2.34 | -1.46 | 5.91 | -10.64 | -4.75 |
% Rank in Category | 68 | 9 | 96 | 56 | 45 | 6 | 99 | 92 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | - | - | - |
1 Week | - | - | - |
1 Month | - | - | - |
3 Months | - | - | - |
6 Months | - | - | - |
YTD | - | - | - |
1 Year | - | - | - |
3 Years Annualised | - | - | - |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.48 | 0.63 | - | - |
2023 | -3.47 | -4.09 | 1.91 | 3.61 |
2022 | 1.72 | -3.72 | -3.19 | 4.01 |
2021 | -2.70 | 3.96 | 2.00 | -0.04 |
2020 | -13.27 | 18.15 | 0.17 | 4.99 |
2019 | -2.51 | 6.80 | -0.67 | -3.78 |
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