Stewart Investors Worldwide Sustainability Fund Class VI (Accumulation) EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017* | 2018* | 2019* | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 15.21 | 0.55 | 11.64 | 19.56 | 19.98 | -16.96 | 6.43 | 1.74 |
+/- Category | -1.81 | 5.30 | -12.59 | -4.14 | 5.41 | 1.12 | -9.60 | -7.63 |
+/- Category Index | - | - | - | - | 1.92 | 2.01 | -15.88 | -12.62 |
% Rank in Category | 20 | 6 | 99 | 54 | 27 | 51 | 90 | 96 |
Trailing Returns (GBP) | 16/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.63 | 0.16 | -1.24 |
1 Week | 0.70 | 0.20 | 0.20 |
1 Month | 2.35 | -0.55 | -1.92 |
3 Months | 0.35 | -0.59 | -0.31 |
6 Months | 3.50 | -1.64 | -5.92 |
YTD | 2.08 | -9.48 | -15.89 |
1 Year | 14.58 | -5.32 | -10.29 |
3 Years Annualised | -1.44 | -4.26 | -8.47 |
5 Years Annualised | 5.70 | -3.94 | -6.82 |
10 Years Annualised* | 9.51 | -1.96 | -4.09 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.97 | -1.19 | 0.97 | - |
2023 | 2.99 | 1.50 | -7.23 | 9.75 |
2022 | -10.86 | -14.48 | 3.21 | 5.54 |
2021 | 0.69 | 7.41 | 5.29 | 5.36 |
2020 | -7.70 | 15.94 | 4.63 | 6.78 |
2019 | 5.16* | 5.89 | 1.27 | -1.00 |
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