MI Chelverton UK Equity Growth Fund Class A AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Price Return | 39.71 | 15.21 | 27.83 | -22.75 | -4.57 | 14.98 | ||
+/- Category | 14.45 | 7.92 | 4.98 | 1.27 | -4.34 | 2.82 | ||
+/- Category Index | - | - | - | - | -11.48 | 5.56 | ||
% Rank in Category | 4 | 19 | 19 | 36 | 80 | 23 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.18 | -0.19 | -0.39 |
1 Week | 0.01 | -0.01 | -1.77 |
1 Month | -2.71 | -0.37 | -3.62 |
3 Months | -1.13 | -1.88 | -7.30 |
6 Months | 9.39 | 0.33 | -1.49 |
YTD | 11.42 | 2.34 | 2.33 |
1 Year | 14.31 | 0.20 | -0.85 |
3 Years Annualised | -7.32 | -0.24 | -3.79 |
5 Years Annualised | 6.95 | 2.58 | 5.11 |
10 Years Annualised | - | - | - |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.91 | 8.07 | - | - |
2023 | -3.86 | -1.87 | -4.25 | 5.63 |
2022 | -12.15 | -10.55 | -7.81 | 6.62 |
2021 | 12.83 | 8.85 | 6.45 | -2.23 |
2020 | -28.30 | 21.80 | 9.11 | 20.91 |
2019 | 9.66 | 6.60 | 3.71 | 15.23 |
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