Edmond de Rothschild Fund - Income Europe CR EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Price Return | 1.51 | 2.80 | -1.56 | -2.25 | 5.30 | 1.79 | ||
+/- Category | 0.77 | -3.58 | 1.08 | 2.96 | 1.02 | 0.97 | ||
+/- Category Index | -0.77 | -6.23 | 2.53 | 6.20 | 0.35 | 0.96 | ||
% Rank in Category | 46 | 90 | 32 | 25 | 33 | 23 |
Trailing Returns (GBP) | 25/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.15 | 0.24 | 0.07 |
1 Week | -0.52 | -0.22 | 0.01 |
1 Month | -0.60 | -0.06 | 0.26 |
3 Months | 2.03 | 1.64 | 0.72 |
6 Months | 0.88 | 0.82 | 0.09 |
YTD | 1.49 | 0.70 | 0.89 |
1 Year | 5.76 | 0.74 | -0.26 |
3 Years Annualised | 0.99 | 2.22 | 2.60 |
5 Years Annualised | 0.29 | 0.59 | 0.96 |
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 | 0.61 | -1.13 | - | - |
2023 | 0.44 | -1.35 | 1.54 | 4.67 |
2022 | -1.58 | -5.19 | -1.23 | 6.06 |
2021 | -3.43 | 2.90 | 0.49 | -1.42 |
2020 | -9.41 | 9.65 | 0.84 | 2.62 |
2019 | -0.10 | 4.91 | 1.03 | -4.13 |
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