SVS Brooks Macdonald Defensive Capital Class B USD Hedged AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | -4.15 | 5.26 | 4.47 | 0.49 | 11.95 | 7.83 | -4.06 | 2.00 |
+/- Category | -5.98 | 6.05 | -5.98 | -3.69 | 3.66 | 11.17 | -8.17 | -1.28 |
+/- Category Index | - | - | - | - | 3.43 | 10.38 | -11.45 | -2.11 |
% Rank in Category | 93 | 2 | 96 | 77 | 16 | 2 | 100 | 80 |
Trailing Returns (GBP) | 25/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.17 | -0.29 | 0.18 |
1 Week | 0.89 | 0.52 | 0.69 |
1 Month | 0.16 | -1.19 | -1.18 |
3 Months | -0.14 | -1.51 | -1.09 |
6 Months | 2.77 | -2.78 | -3.23 |
YTD | 2.49 | -2.70 | -3.24 |
1 Year | 7.67 | -3.11 | -4.71 |
3 Years Annualised | 4.46 | 0.78 | -0.68 |
5 Years Annualised | 3.28 | -0.46 | -2.09 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.12 | - | - | - |
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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