WS Blue Whale Growth Fund I 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 | 8.64 | 27.64 | 26.35 | 20.83 | -27.59 | 30.66 | 20.40 | |
+/- Category | 13.39 | 3.41 | 2.65 | 6.27 | -9.52 | 14.64 | 9.28 | |
+/- Category Index | - | - | - | 2.77 | -8.62 | 8.35 | 4.32 | |
% Rank in Category | 1 | 24 | 31 | 22 | 90 | 4 | 6 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | 0.37 | 0.43 |
1 Week | -0.48 | -0.14 | 0.14 |
1 Month | 0.92 | 0.22 | -0.39 |
3 Months | 4.31 | 1.85 | -3.69 |
6 Months | 21.71 | 10.71 | 5.08 |
YTD | 21.47 | 11.47 | 4.47 |
1 Year | 35.96 | 18.64 | 9.79 |
3 Years Annualised | 7.29 | 4.52 | -0.25 |
5 Years Annualised | 11.24 | 2.77 | -0.40 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.29 | 1.79 | - | - |
2023 | 8.28 | 6.19 | 1.66 | 11.78 |
2022 | -12.74 | -20.17 | 2.08 | 1.82 |
2021 | -2.95 | 14.10 | 3.83 | 5.10 |
2020 | -7.97 | 24.87 | 7.07 | 2.68 |
2019 | 12.88 | 10.72 | 0.62 | 1.49 |
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