Trojan Ethical Income Fund I AccumulationRegister to Unlock Ratings |
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 | 9.69 | -3.41 | 23.28 | -6.42 | 11.56 | -11.68 | 7.66 | 5.81 |
+/- Category | -1.94 | 6.41 | 3.93 | 2.68 | -6.40 | -9.61 | -0.54 | -4.36 |
+/- Category Index | - | - | - | - | - | - | 0.04 | -4.90 |
% Rank in Category | 59 | 8 | 25 | 13 | 98 | 92 | 56 | 96 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.97 | 1.02 | 0.26 |
1 Week | 2.12 | -0.16 | 0.33 |
1 Month | 1.50 | 2.13 | 0.78 |
3 Months | 0.93 | 2.19 | 1.11 |
6 Months | 4.04 | -5.95 | -8.47 |
YTD | 4.34 | -3.00 | -5.44 |
1 Year | 8.77 | -3.01 | -5.85 |
3 Years Annualised | 0.67 | -4.25 | -6.37 |
5 Years Annualised | 1.74 | -3.67 | -4.57 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.44 | 1.09 | - | - |
2023 | 2.33 | -0.29 | 1.03 | 4.44 |
2022 | -5.28 | -8.76 | -3.00 | 5.36 |
2021 | -0.02 | 5.47 | 0.06 | 5.73 |
2020 | -15.87 | 8.18 | 1.32 | 1.48 |
2019 | 9.19 | 6.70 | 3.41 | 2.32 |
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