SVS Brooks Macdonald Defensive Capital Class C IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/09 | ||||
Price Return | 5.55 | 12.12 | -4.66 | 3.50 | 6.10 | |||
+/- Category | 1.47 | 4.05 | 5.79 | -4.03 | -0.62 | |||
+/- Category Index | 0.26 | 4.12 | 4.59 | -5.77 | -1.09 | |||
% Rank in Category | 48 | 22 | 6 | 94 | 62 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | -0.05 | 0.19 |
1 Week | 0.04 | -0.78 | -0.78 |
1 Month | 0.72 | -0.24 | -0.33 |
3 Months | -0.08 | -2.35 | -2.72 |
6 Months | 5.27 | -1.08 | -1.45 |
YTD | 6.01 | -1.27 | -2.39 |
1 Year | 12.98 | -0.87 | -1.29 |
3 Years Annualised | 2.52 | 0.66 | -0.70 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.41 | 1.93 | 2.65 | - |
2023 | -1.74 | -1.30 | 2.25 | 4.37 |
2022 | 1.05 | -4.80 | -4.49 | 3.77 |
2021 | 2.58 | 3.56 | 2.22 | 3.26 |
2020 | -16.81 | 17.80 | 0.85 | 6.81 |
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