Montanaro UK Income Fund GBP ClassRegister 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 | 23.98 | -14.13 | 36.31 | -6.25 | 24.18 | -24.25 | 7.77 | 6.79 |
+/- Category | 13.25 | -3.57 | 17.36 | 6.31 | 6.37 | -20.81 | 1.02 | 0.23 |
+/- Category Index | - | - | - | - | - | - | 0.15 | -0.50 |
% Rank in Category | 3 | 83 | 1 | 12 | 13 | 97 | 48 | 60 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.42 | -0.33 | 0.36 |
1 Week | 2.06 | 1.32 | 1.96 |
1 Month | 6.47 | 3.08 | 5.40 |
3 Months | 10.89 | 4.90 | 6.62 |
6 Months | 15.38 | 4.38 | 5.34 |
YTD | 12.11 | 3.19 | 3.97 |
1 Year | 18.23 | 1.80 | 3.28 |
3 Years Annualised | -0.82 | -6.84 | -8.67 |
5 Years Annualised | 4.80 | -0.18 | -0.17 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.90 | 4.80 | - | - |
2023 | 2.87 | -1.98 | -0.31 | 7.22 |
2022 | -12.48 | -15.11 | -10.57 | 14.00 |
2021 | 2.99 | 10.33 | 5.90 | 3.20 |
2020 | -26.81 | 12.06 | 1.13 | 13.02 |
2019 | 10.53 | 3.83 | 2.70 | 15.64 |
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