UBAM - 30 Global Leaders Equity ID USDRegister 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 | 4.05 | 27.88 | 18.31 | 32.41 | -13.19 | 13.64 | 4.88 | |
+/- Category | 8.80 | 3.65 | -5.39 | 17.84 | 4.89 | -2.38 | -3.99 | |
+/- Category Index | - | - | - | 14.34 | 5.78 | -8.67 | -8.77 | |
% Rank in Category | 4 | 23 | 60 | 1 | 27 | 60 | 84 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.80 | 0.14 | 0.43 |
1 Week | 1.46 | -0.25 | -2.86 |
1 Month | -2.32 | 0.22 | 1.40 |
3 Months | -2.66 | -1.40 | -4.15 |
6 Months | 0.60 | -2.12 | -5.21 |
YTD | 2.93 | -4.33 | -9.73 |
1 Year | 10.52 | -3.82 | -9.99 |
3 Years Annualised | 2.94 | 1.69 | -2.61 |
5 Years Annualised | 9.69 | 1.62 | -1.45 |
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 | 6.27 | -0.29 | - | - |
2023 | 4.41 | 2.36 | -1.79 | 8.26 |
2022 | -8.48 | -9.83 | 1.38 | 3.77 |
2021 | 2.94 | 10.99 | 4.77 | 10.62 |
2020 | -9.44 | 21.12 | 3.32 | 4.40 |
2019 | 13.09 | 8.85 | 3.05 | 0.81 |
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