WS Gresham House UK Multi Cap Income Fund F 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 | -2.20 | 30.80 | -5.41 | 26.46 | -7.08 | 12.64 | 9.53 | |
+/- Category | 8.36 | 11.85 | 7.15 | 8.66 | -3.64 | 5.88 | -1.54 | |
+/- Category Index | - | - | - | - | - | 5.02 | -1.18 | |
% Rank in Category | 5 | 3 | 9 | 6 | 75 | 4 | 76 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.83 | 0.88 | 0.13 |
1 Week | 3.39 | 1.18 | 1.60 |
1 Month | 0.09 | 0.76 | -0.63 |
3 Months | 3.48 | 3.61 | 3.65 |
6 Months | 13.13 | 1.71 | 0.63 |
YTD | 8.09 | -0.13 | -1.69 |
1 Year | 16.49 | 2.55 | 1.87 |
3 Years Annualised | 4.63 | 0.09 | -2.41 |
5 Years Annualised | 10.22 | 4.51 | 3.91 |
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 | -1.36 | 6.42 | - | - |
2023 | 0.88 | 2.14 | 0.40 | 8.88 |
2022 | -3.97 | -4.37 | -6.03 | 7.68 |
2021 | 7.40 | 10.57 | 3.55 | 2.84 |
2020 | -22.94 | 11.52 | 2.83 | 7.04 |
2019 | 6.73 | 3.59 | 1.67 | 16.36 |
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