WS Blue Whale Growth Fund R Sterling IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | ||
Price Return | 8.37 | 27.33 | 26.03 | 20.53 | -27.77 | 30.34 | 16.38 | |
+/- Category | 13.11 | 3.10 | 2.34 | 5.97 | -9.69 | 14.32 | 7.02 | |
+/- Category Index | - | - | - | 2.47 | -8.80 | 8.03 | 2.03 | |
% Rank in Category | 1 | 26 | 32 | 24 | 90 | 5 | 8 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.87 | 0.92 | 0.72 |
1 Week | -0.59 | -0.99 | -1.09 |
1 Month | 5.89 | 2.91 | 1.55 |
3 Months | 0.01 | -1.96 | -3.29 |
6 Months | 3.20 | -2.42 | -7.18 |
YTD | 20.01 | 8.11 | 1.86 |
1 Year | 33.25 | 13.55 | 8.23 |
3 Years Annualised | 5.88 | 2.93 | -1.20 |
5 Years Annualised | 12.50 | 2.73 | -0.05 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.21 | 1.72 | -3.21 | - |
2023 | 8.21 | 6.12 | 1.60 | 11.72 |
2022 | -12.79 | -20.22 | 2.01 | 1.76 |
2021 | -3.01 | 14.02 | 3.76 | 5.04 |
2020 | -8.02 | 24.79 | 7.00 | 2.62 |
2019 | 12.82 | 10.65 | 0.56 | 1.43 |
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