SVS Brooks Macdonald Defensive Capital Class A IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | 3.58 | 11.95 | -4.82 | 3.35 | 4.84 | |||
+/- Category | -0.50 | 3.89 | 5.63 | -4.18 | -1.03 | |||
+/- Category Index | -1.71 | 3.96 | 4.43 | -5.91 | -2.14 | |||
% Rank in Category | 61 | 22 | 7 | 95 | 77 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.02 | 0.12 |
1 Week | 0.76 | -0.33 | -0.17 |
1 Month | 0.93 | 0.19 | 0.48 |
3 Months | 2.57 | 0.02 | 0.32 |
6 Months | 3.63 | -0.93 | -1.79 |
YTD | 5.01 | -1.05 | -2.18 |
1 Year | 8.18 | -2.36 | -3.56 |
3 Years Annualised | 2.09 | 0.99 | -0.57 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.34 | 1.90 | - | - |
2023 | -1.79 | -1.31 | 2.16 | 4.38 |
2022 | 0.99 | -4.84 | -4.53 | 3.74 |
2021 | 2.53 | 3.54 | 2.14 | 3.25 |
2020 | -16.83 | 15.68 | 0.83 | 6.77 |
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