Edmond de Rothschild Fund - Income Europe R EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | ||
Price Return | -5.29 | 0.71 | 1.97 | -2.33 | -2.99 | 4.51 | 1.28 | |
+/- Category | -1.57 | -0.04 | -4.40 | 0.32 | 2.22 | 0.23 | 0.45 | |
+/- Category Index | -4.81 | -1.58 | -7.05 | 1.76 | 5.46 | -0.45 | 0.44 | |
% Rank in Category | 81 | 53 | 95 | 41 | 30 | 46 | 34 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.14 | -0.23 | 0.06 |
1 Week | -0.54 | -0.16 | 0.00 |
1 Month | -0.67 | -0.17 | 0.20 |
3 Months | 1.84 | 1.13 | 0.52 |
6 Months | 0.51 | 0.34 | -0.29 |
YTD | 0.93 | 0.04 | 0.33 |
1 Year | 4.96 | -0.39 | -1.06 |
3 Years Annualised | 0.22 | 1.41 | 1.83 |
5 Years Annualised | -0.48 | -0.26 | 0.18 |
10 Years Annualised | - | - | - |
Category: EUR Cautious Allocation | |||
Category Index: Morningstar EU Cau Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.42 | -1.32 | - | - |
2023 | 0.25 | -1.54 | 1.35 | 4.46 |
2022 | -1.77 | -5.37 | -1.42 | 5.86 |
2021 | -3.62 | 2.72 | 0.29 | -1.63 |
2020 | -9.59 | 9.45 | 0.63 | 2.41 |
2019 | -0.29 | 4.70 | 0.83 | -4.33 |
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