WS Gresham House UK Multi Cap Income Fund C Sterling 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 | -2.37 | 30.61 | -5.56 | 26.28 | -7.22 | 12.47 | 4.89 | |
+/- Category | 8.19 | 11.66 | 6.99 | 8.47 | -3.78 | 5.71 | -1.67 | |
+/- Category Index | - | - | - | - | - | 4.85 | -2.40 | |
% Rank in Category | 6 | 3 | 10 | 6 | 76 | 5 | 78 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.22 | 0.30 | 1.00 |
1 Week | 1.31 | 0.57 | 1.21 |
1 Month | 5.33 | 1.94 | 4.26 |
3 Months | 9.26 | 3.28 | 4.99 |
6 Months | 11.44 | 0.43 | 1.39 |
YTD | 8.14 | -0.78 | 0.01 |
1 Year | 17.06 | 0.62 | 2.11 |
3 Years Annualised | 6.03 | 0.01 | -1.83 |
5 Years Annualised | 9.66 | 4.67 | 4.68 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.41 | 6.39 | - | - |
2023 | 0.84 | 2.10 | 0.36 | 8.85 |
2022 | -4.01 | -4.41 | -6.07 | 7.64 |
2021 | 7.36 | 10.53 | 3.51 | 2.81 |
2020 | -22.97 | 11.47 | 2.80 | 6.99 |
2019 | 6.69 | 3.55 | 1.63 | 16.33 |
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