Fundsmith Equity Fund I GBP AccRegister 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 | 21.85 | 2.13 | 25.74 | 17.28 | 20.57 | -12.60 | 11.27 | 9.41 |
+/- Category | 4.83 | 6.88 | 1.51 | -6.42 | 6.01 | 5.48 | -4.75 | -1.71 |
+/- Category Index | - | - | - | - | 2.51 | 6.37 | -11.04 | -6.67 |
% Rank in Category | 3 | 3 | 41 | 66 | 23 | 24 | 73 | 61 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | 0.39 | 0.44 |
1 Week | -1.16 | -0.82 | -0.54 |
1 Month | -1.64 | -2.34 | -2.95 |
3 Months | -0.80 | -3.26 | -8.80 |
6 Months | 7.87 | -3.13 | -8.76 |
YTD | 7.14 | -2.87 | -9.87 |
1 Year | 12.39 | -4.93 | -13.77 |
3 Years Annualised | 3.36 | 0.59 | -4.18 |
5 Years Annualised | 7.68 | -0.80 | -3.96 |
10 Years Annualised | 14.92 | 3.90 | 1.51 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.61 | -0.18 | - | - |
2023 | 6.32 | 1.04 | -1.70 | 5.38 |
2022 | -9.10 | -8.19 | 1.91 | 2.76 |
2021 | 0.81 | 10.89 | 1.33 | 6.44 |
2020 | -7.76 | 15.78 | 5.81 | 3.79 |
2019 | 14.88 | 7.89 | 1.43 | 0.02 |
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