CT UK Equity Income Fund Institutional Accumulation GBPRegister 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 | 7.14 | -6.63 | 20.13 | -7.21 | 19.20 | -2.00 | 9.68 | 11.31 |
+/- Category | -3.59 | 3.93 | 1.18 | 5.35 | 1.39 | 1.44 | 2.92 | 0.24 |
+/- Category Index | - | - | - | - | - | - | 2.06 | 0.60 |
% Rank in Category | 81 | 14 | 48 | 15 | 31 | 54 | 22 | 53 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.95 | 0.09 | 0.24 |
1 Week | 1.85 | -0.18 | 0.05 |
1 Month | 0.66 | 0.50 | -0.07 |
3 Months | 3.90 | 3.16 | 4.08 |
6 Months | 12.73 | 0.64 | 0.23 |
YTD | 9.80 | 0.64 | 0.02 |
1 Year | 15.42 | 0.11 | 0.79 |
3 Years Annualised | 6.73 | 1.90 | -0.32 |
5 Years Annualised | 7.49 | 1.56 | 1.18 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
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 | 5.01 | - | - |
2023 | 3.17 | 0.32 | 2.19 | 3.69 |
2022 | -2.81 | -3.99 | -6.14 | 11.90 |
2021 | 5.69 | 6.13 | 2.77 | 3.41 |
2020 | -24.40 | 10.50 | -1.61 | 12.91 |
2019 | 7.10 | 2.34 | 3.42 | 5.97 |
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