Montanaro UK Income Fund GBP Accumulation classRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |||
Price Return | 36.24 | -6.31 | 24.11 | -24.27 | 7.84 | 6.82 | ||
+/- Category | 17.29 | 6.25 | 6.30 | -20.83 | 1.08 | 0.26 | ||
+/- Category Index | - | - | - | - | 0.22 | -0.47 | ||
% Rank in Category | 1 | 12 | 13 | 97 | 47 | 59 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.40 | -0.31 | 0.38 |
1 Week | 2.04 | 1.30 | 1.94 |
1 Month | 6.48 | 3.09 | 5.41 |
3 Months | 10.83 | 4.84 | 6.55 |
6 Months | 15.43 | 4.43 | 5.39 |
YTD | 12.12 | 3.19 | 3.98 |
1 Year | 18.28 | 1.84 | 3.32 |
3 Years Annualised | -0.81 | -6.83 | -8.67 |
5 Years Annualised | 4.80 | -0.19 | -0.17 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.89 | 4.85 | - | - |
2023 | 2.90 | -1.98 | -0.29 | 7.22 |
2022 | -12.46 | -15.08 | -10.55 | 13.89 |
2021 | 3.00 | 10.34 | 5.84 | 3.18 |
2020 | -26.85 | 12.00 | 1.25 | 12.95 |
2019 | 10.45 | 3.79 | 2.63 | 15.79 |
|
Advertisement |