MGTS AFH DA Fund - MGTS AFH DA North American Equity Fund R GBP AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | ||
Price Return | -1.69 | 21.68 | 10.60 | 28.61 | -8.24 | 17.03 | 12.16 | |
+/- Category | -0.26 | -1.73 | -3.49 | 2.34 | 1.19 | -0.19 | -1.26 | |
+/- Category Index | -2.52 | -4.11 | -6.15 | 1.51 | 1.55 | -2.09 | -3.17 | |
% Rank in Category | 63 | 72 | 75 | 36 | 32 | 63 | 73 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.17 | 0.34 |
1 Week | 1.37 | -1.10 | -0.77 |
1 Month | -0.79 | -0.24 | 0.01 |
3 Months | 0.44 | 0.31 | 0.59 |
6 Months | 4.18 | -0.80 | -2.33 |
YTD | 12.18 | -0.94 | -2.43 |
1 Year | 16.63 | -1.41 | -3.55 |
3 Years Annualised | 9.61 | 0.55 | -0.16 |
5 Years Annualised | 11.89 | -0.11 | -1.22 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.79 | 2.01 | - | - |
2023 | 2.13 | 5.15 | 1.87 | 6.98 |
2022 | -0.70 | -11.03 | 5.84 | -1.86 |
2021 | 6.22 | 6.61 | 4.31 | 8.88 |
2020 | -16.46 | 18.70 | 3.93 | 7.32 |
2019 | 8.45 | 6.23 | 2.66 | 2.89 |
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