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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 | 15.72 | 0.27 | 28.57 | 20.28 | 25.15 | -23.93 | 16.13 | 8.32 |
+/- Category | 1.53 | 10.79 | 11.49 | 5.98 | 10.12 | -14.12 | 6.65 | 1.94 |
+/- Category Index | 2.69 | 4.51 | 7.22 | 7.79 | 6.16 | -15.88 | 1.49 | -3.36 |
% Rank in Category | 38 | 6 | 5 | 30 | 12 | 93 | 14 | 37 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.59 | 0.48 | 0.27 |
1 Week | 1.51 | -0.11 | -1.49 |
1 Month | -0.78 | 1.82 | 1.09 |
3 Months | 1.19 | 4.48 | 0.98 |
6 Months | 1.80 | -0.57 | -4.07 |
YTD | 8.95 | 5.62 | -0.88 |
1 Year | 20.64 | 11.72 | 4.15 |
3 Years Annualised | 0.86 | 0.00 | -5.89 |
5 Years Annualised | 7.69 | 1.11 | -2.31 |
10 Years Annualised | - | - | - |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.73 | 1.95 | - | - |
2023 | 3.44 | 4.04 | 0.02 | 7.89 |
2022 | -8.63 | -14.34 | 1.10 | -3.87 |
2021 | 2.52 | 9.72 | 5.07 | 5.89 |
2020 | -11.45 | 21.13 | 5.14 | 6.65 |
2019 | 13.97 | 6.52 | 5.27 | 0.60 |
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