WS Blue Whale Growth Fund I 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 | 8.64 | 27.64 | 26.36 | 20.83 | -27.59 | 30.66 | 11.99 | |
+/- Category | 13.38 | 3.41 | 2.66 | 6.27 | -9.51 | 14.64 | 3.12 | |
+/- Category Index | - | - | - | 2.77 | -8.62 | 8.35 | -1.66 | |
% Rank in Category | 1 | 24 | 31 | 22 | 90 | 5 | 26 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 2.83 | 3.02 | 2.46 |
1 Week | 3.46 | 1.65 | -0.86 |
1 Month | -6.88 | -3.38 | -3.15 |
3 Months | -2.09 | 0.33 | -3.59 |
6 Months | 2.47 | 0.54 | -3.34 |
YTD | 12.65 | 6.46 | -0.01 |
1 Year | 24.88 | 11.91 | 4.37 |
3 Years Annualised | 3.80 | 2.91 | -1.75 |
5 Years Annualised | 9.75 | 1.95 | -1.39 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.29 | 1.79 | - | - |
2023 | 8.28 | 6.18 | 1.67 | 11.78 |
2022 | -12.73 | -20.17 | 2.07 | 1.82 |
2021 | -2.95 | 14.09 | 3.83 | 5.10 |
2020 | -7.96 | 24.87 | 7.07 | 2.69 |
2019 | 12.88 | 10.71 | 0.63 | 1.49 |
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