MGTS AFH DA Fund - MGTS AFH DA North American Equity Fund I GBP 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 | -2.59 | 20.89 | 10.37 | 28.74 | -8.15 | 17.15 | 13.07 | |
+/- Category | -1.16 | -2.53 | -3.73 | 2.47 | 1.28 | -0.08 | -1.07 | |
+/- Category Index | -3.42 | -4.91 | -6.39 | 1.64 | 1.64 | -1.98 | -2.64 | |
% Rank in Category | 71 | 78 | 76 | 34 | 30 | 62 | 73 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 1.06 | 0.08 |
1 Week | 0.17 | 0.41 | 0.24 |
1 Month | 0.96 | -0.91 | -0.31 |
3 Months | 3.88 | 0.80 | -2.78 |
6 Months | 12.84 | -1.00 | -2.93 |
YTD | 12.81 | -1.16 | -3.42 |
1 Year | 23.96 | -0.82 | -3.71 |
3 Years Annualised | 10.76 | 0.37 | -0.87 |
5 Years Annualised | 11.81 | -0.55 | -1.68 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.82 | 2.03 | - | - |
2023 | 2.16 | 5.18 | 1.90 | 7.00 |
2022 | -0.68 | -11.01 | 5.86 | -1.83 |
2021 | 6.24 | 6.65 | 4.34 | 8.90 |
2020 | -16.69 | 18.71 | 3.95 | 7.35 |
2019 | 8.25 | 6.13 | 2.47 | 2.68 |
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