CFP SDL Free Spirit General AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | ||
Price Return | -5.44 | 31.30 | 13.65 | 14.36 | -17.60 | 1.35 | 6.57 | |
+/- Category | 6.54 | 6.04 | 6.36 | -8.49 | 6.42 | 1.58 | -1.99 | |
+/- Category Index | - | - | - | - | - | -5.56 | 3.56 | |
% Rank in Category | 14 | 29 | 22 | 90 | 23 | 37 | 78 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.67 | 0.38 | 0.97 |
1 Week | 1.08 | -0.42 | -0.76 |
1 Month | 2.15 | -1.53 | -2.70 |
3 Months | 7.71 | -1.59 | -0.45 |
6 Months | 9.69 | -4.04 | -1.70 |
YTD | 7.82 | -4.43 | 0.09 |
1 Year | 10.27 | -7.30 | -5.21 |
3 Years Annualised | -3.18 | 1.06 | -1.07 |
5 Years Annualised | 5.65 | 0.70 | 3.74 |
10 Years Annualised | - | - | - |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.71 | 5.82 | - | - |
2023 | -2.57 | 1.24 | -2.34 | 5.20 |
2022 | -14.65 | -11.67 | -4.05 | 13.91 |
2021 | 3.94 | 8.38 | 0.13 | 1.38 |
2020 | -19.56 | 15.82 | 10.13 | 10.77 |
2019 | 7.87 | 8.43 | -2.44 | 15.06 |
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