Edmond de Rothschild Fund - Income Europe O EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |||
Price Return | 2.01 | 3.29 | -1.09 | -1.78 | 5.76 | 1.44 | ||
+/- Category | 1.27 | -3.08 | 1.56 | 3.42 | 1.49 | 0.99 | ||
+/- Category Index | -0.28 | -5.74 | 3.00 | 6.67 | 0.81 | 0.95 | ||
% Rank in Category | 39 | 87 | 27 | 21 | 26 | 23 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.21 | -0.35 | -0.35 |
1 Week | 0.34 | 0.21 | 0.18 |
1 Month | -0.38 | -0.52 | -0.04 |
3 Months | 2.15 | 1.01 | 0.73 |
6 Months | 2.96 | 1.26 | 0.89 |
YTD | 2.31 | 0.88 | 1.51 |
1 Year | 7.39 | 1.11 | 0.22 |
3 Years Annualised | 2.22 | 2.68 | 3.29 |
5 Years Annualised | 1.35 | 0.91 | 1.38 |
10 Years Annualised | - | - | - |
Category: EUR Cautious Allocation | |||
Category Index: Morningstar EU Cau Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.73 | -1.02 | 1.74 | - |
2023 | 0.55 | -1.24 | 1.65 | 4.78 |
2022 | -1.47 | -5.07 | -1.12 | 6.19 |
2021 | -3.31 | 3.02 | 0.61 | -1.30 |
2020 | -9.30 | 9.79 | 0.96 | 2.73 |
2019 | 0.02 | 5.04 | 1.16 | -4.02 |
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