WS Gresham House UK Multi Cap Income Fund C Sterling IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | ||
Price Return | -2.35 | 30.61 | -5.57 | 26.28 | -7.22 | 12.47 | 9.43 | |
+/- Category | 8.21 | 11.66 | 6.99 | 8.47 | -3.78 | 5.71 | -1.63 | |
+/- Category Index | - | - | - | - | - | 4.85 | -1.28 | |
% Rank in Category | 6 | 3 | 10 | 6 | 76 | 5 | 78 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.83 | 0.88 | 0.13 |
1 Week | 3.38 | 1.17 | 1.59 |
1 Month | 0.07 | 0.74 | -0.65 |
3 Months | 3.44 | 3.58 | 3.61 |
6 Months | 13.05 | 1.63 | 0.55 |
YTD | 7.99 | -0.23 | -1.79 |
1 Year | 16.31 | 2.37 | 1.68 |
3 Years Annualised | 4.48 | -0.07 | -2.57 |
5 Years Annualised | 10.06 | 4.34 | 3.74 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.40 | 6.39 | - | - |
2023 | 0.85 | 2.09 | 0.36 | 8.84 |
2022 | -4.01 | -4.40 | -6.07 | 7.64 |
2021 | 7.35 | 10.53 | 3.52 | 2.81 |
2020 | -22.97 | 11.46 | 2.79 | 6.99 |
2019 | 6.69 | 3.56 | 1.62 | 16.32 |
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