SVS Brooks Macdonald Defensive Capital Class B USD Hedged 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 | -4.15 | 5.26 | 4.47 | 0.49 | 11.95 | 7.83 | -4.06 | -0.40 |
+/- Category | -5.98 | 6.05 | -5.98 | -3.69 | 3.66 | 11.17 | -8.17 | -4.38 |
+/- Category Index | - | - | - | - | 3.43 | 10.38 | -11.45 | -5.60 |
% Rank in Category | 93 | 2 | 96 | 77 | 16 | 2 | 100 | 97 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.14 | 0.37 |
1 Week | 0.48 | -0.50 | -0.28 |
1 Month | 2.19 | -0.15 | -0.01 |
3 Months | -0.11 | -2.78 | -2.92 |
6 Months | -0.28 | -4.45 | -4.80 |
YTD | 2.64 | -4.70 | -5.43 |
1 Year | 4.41 | -6.44 | -7.17 |
3 Years Annualised | 3.39 | -0.59 | -1.82 |
5 Years Annualised | 3.34 | -0.99 | -2.33 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.12 | 0.82 | -3.27 | - |
2023 | -5.16 | -4.04 | 5.65 | -0.22 |
2022 | 4.22 | 3.03 | 4.01 | -3.45 |
2021 | 1.56 | 3.27 | 4.49 | 2.16 |
2020 | -10.63 | 15.93 | -3.93 | 0.95 |
2019 | 0.06 | 6.13 | 4.43 | -5.79 |
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