Trojan Ethical Income Fund S AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 10.49 | -2.67 | 24.21 | -5.72 | 12.40 | -11.02 | 8.48 | 2.92 |
+/- Category | -1.14 | 7.15 | 4.86 | 3.38 | -5.57 | -8.95 | 0.27 | -4.09 |
+/- Category Index | - | - | - | - | - | - | 0.85 | -4.37 |
% Rank in Category | 53 | 7 | 20 | 10 | 96 | 88 | 34 | 94 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.42 | 0.53 | 1.20 |
1 Week | 1.13 | 0.67 | 1.03 |
1 Month | 1.29 | -0.64 | 0.22 |
3 Months | 4.97 | 0.27 | 0.70 |
6 Months | 3.74 | -6.12 | -6.31 |
YTD | 3.65 | -4.24 | -4.49 |
1 Year | 10.84 | -3.39 | -4.11 |
3 Years Annualised | 1.35 | -4.98 | -6.51 |
5 Years Annualised | 2.19 | -2.60 | -2.78 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.63 | 1.27 | - | - |
2023 | 2.52 | -0.09 | 1.21 | 4.64 |
2022 | -5.11 | -8.59 | -2.81 | 5.55 |
2021 | 0.16 | 5.67 | 0.25 | 5.93 |
2020 | -15.71 | 8.38 | 1.52 | 1.67 |
2019 | 9.40 | 6.89 | 3.62 | 2.51 |
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