Edmond de Rothschild Fund - Income Europe – P-EURRegister 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 | -4.05 | 2.17 | 3.46 | -0.93 | -1.62 | 5.92 | 2.20 | |
+/- Category | -0.32 | 1.43 | -2.91 | 1.72 | 3.58 | 1.64 | 1.38 | |
+/- Category Index | -3.56 | -0.12 | -5.57 | 3.16 | 6.83 | 0.96 | 1.37 | |
% Rank in Category | 57 | 37 | 86 | 25 | 20 | 24 | 17 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | -0.23 | 0.07 |
1 Week | -0.52 | -0.14 | 0.02 |
1 Month | -0.54 | -0.04 | 0.32 |
3 Months | 2.19 | 1.48 | 0.87 |
6 Months | 1.19 | 1.03 | 0.40 |
YTD | 1.95 | 1.06 | 1.35 |
1 Year | 6.40 | 1.05 | 0.38 |
3 Years Annualised | 1.61 | 2.81 | 3.22 |
5 Years Annualised | 0.93 | 1.15 | 1.59 |
10 Years Annualised | - | - | - |
Category: EUR Cautious Allocation | |||
Category Index: Morningstar EU Cau Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.77 | -0.99 | - | - |
2023 | 0.59 | -1.21 | 1.69 | 4.82 |
2022 | -1.42 | -5.04 | -1.08 | 6.24 |
2021 | -3.27 | 3.06 | 0.66 | -1.27 |
2020 | -9.27 | 9.84 | 1.00 | 2.79 |
2019 | 0.05 | 5.08 | 1.20 | -3.97 |
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