Wellington Global Quality Growth Fund JPY J AcRegister 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 | 19.53 | 4.70 | 26.67 | 19.02 | 19.10 | -15.45 | 15.42 | 13.53 |
+/- Category | 2.52 | 9.44 | 2.44 | -4.67 | 4.53 | 2.63 | -0.60 | 4.16 |
+/- Category Index | - | - | - | - | 1.03 | 3.52 | -6.89 | -0.83 |
% Rank in Category | 28 | 3 | 33 | 57 | 31 | 42 | 50 | 18 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.26 | 0.23 | -0.26 |
1 Week | -1.08 | -0.06 | -0.72 |
1 Month | 3.59 | 1.45 | 0.10 |
3 Months | 5.50 | 1.22 | -1.15 |
6 Months | 7.05 | 1.54 | -3.62 |
YTD | 18.23 | 7.03 | 0.02 |
1 Year | 28.77 | 6.06 | -1.01 |
3 Years Annualised | 6.06 | 3.97 | -0.39 |
5 Years Annualised | 11.21 | 1.65 | -1.22 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 13.45 | 1.87 | -1.77 | - |
2023 | 1.88 | 4.28 | 2.10 | 6.40 |
2022 | -8.73 | -9.27 | 1.95 | 0.14 |
2021 | 1.03 | 8.04 | 3.07 | 5.87 |
2020 | -10.80 | 23.43 | 4.27 | 3.67 |
2019 | 12.78 | 8.32 | 3.16 | 0.50 |
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