WS Ruffer Total Return Fund H IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | 11.96 | 8.96 | 4.37 | -6.21 | 1.53 | |||
+/- Category | 7.35 | 0.22 | 14.31 | -12.23 | -3.44 | |||
+/- Category Index | 6.67 | 0.96 | 13.63 | -15.48 | -4.83 | |||
% Rank in Category | 4 | 38 | 5 | 97 | 89 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.83 | 0.70 | 0.22 |
1 Week | 0.83 | -0.40 | -0.56 |
1 Month | 3.44 | 4.59 | 3.41 |
3 Months | 2.09 | 1.95 | 0.64 |
6 Months | 5.25 | 0.86 | -0.94 |
YTD | 2.37 | -1.68 | -3.50 |
1 Year | 2.68 | -5.93 | -9.00 |
3 Years Annualised | 0.53 | 0.20 | -1.61 |
5 Years Annualised | 4.19 | 1.15 | 0.31 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.12 | 0.75 | - | - |
2023 | -1.03 | -6.10 | -0.59 | 1.53 |
2022 | 4.01 | -4.75 | 1.21 | 4.09 |
2021 | 6.66 | 0.61 | 0.10 | 1.42 |
2020 | -0.82 | 6.33 | 1.18 | 4.92 |
2019 | - | - | 2.78 | 0.63 |
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