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Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |||
Price Return | 15.68 | 0.59 | 22.36 | 8.22 | 8.21 | 9.44 | ||
+/- Category | 1.05 | -1.15 | 4.13 | 7.73 | -1.08 | 2.00 | ||
+/- Category Index | - | - | 1.08 | 4.62 | -0.53 | -1.24 | ||
% Rank in Category | 81 | 93 | 26 | 6 | 58 | 31 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.06 | 0.28 |
1 Week | 1.52 | 0.41 | 0.28 |
1 Month | 1.22 | -1.51 | -3.11 |
3 Months | 2.20 | -1.20 | -2.12 |
6 Months | 5.77 | -0.43 | -3.05 |
YTD | 11.68 | 1.12 | -2.44 |
1 Year | 16.40 | 1.59 | -2.27 |
3 Years Annualised | 10.54 | 2.79 | 0.02 |
5 Years Annualised | 10.54 | 1.89 | 0.47 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Value Equity | |||
Category Index: Morningstar Gbl Val TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.62 | -1.55 | 2.35 | - |
2023 | 1.01 | -0.26 | 2.32 | 4.98 |
2022 | 1.28 | -3.93 | 1.02 | 10.09 |
2021 | 11.76 | 4.20 | 0.73 | 4.31 |
2020 | -24.04 | 15.88 | -0.81 | 15.21 |
2019 | 7.35 | 5.00 | 3.18 | -0.53 |
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