Montanaro Better World Fund GBP Distribution ClassRegister 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 | 29.80 | 35.01 | 20.01 | -29.57 | 7.28 | -0.53 | ||
+/- Category | 10.92 | 21.67 | 3.50 | -17.64 | -1.78 | -5.08 | ||
+/- Category Index | 9.24 | 24.02 | 2.61 | -22.29 | -2.45 | -7.01 | ||
% Rank in Category | 4 | 7 | 29 | 94 | 67 | 85 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.62 | 0.61 | 1.04 |
1 Week | -1.22 | -1.22 | -1.04 |
1 Month | -2.47 | -2.25 | -2.53 |
3 Months | -1.09 | -2.23 | -2.79 |
6 Months | -5.63 | -5.07 | -6.17 |
YTD | -3.95 | -7.13 | -9.66 |
1 Year | 6.66 | -3.95 | -6.08 |
3 Years Annualised | -10.10 | -7.46 | -13.25 |
5 Years Annualised | 4.18 | -1.77 | -3.01 |
10 Years Annualised | - | - | - |
Category: Global Small/Mid-Cap Equity | |||
Category Index: Morningstar Gbl SMID NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.83 | -5.12 | - | - |
2023 | 4.95 | 0.67 | -7.76 | 10.08 |
2022 | -16.97 | -17.45 | 4.36 | -1.53 |
2021 | -2.15 | 9.46 | 6.86 | 4.85 |
2020 | -10.07 | 24.48 | 8.79 | 10.86 |
2019 | 13.96 | 11.43 | -2.13 | 4.44 |
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