SVS Dowgate Wealth UK New Economies Fund Class B AcccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | -0.33 | 23.84 | -21.42 | 7.02 | 9.84 | |||
+/- Category | 4.68 | 7.51 | -9.73 | -0.98 | 3.24 | |||
+/- Category Index | - | - | - | -0.60 | 2.55 | |||
% Rank in Category | 25 | 7 | 85 | 59 | 15 |
Trailing Returns (GBP) | 03/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.12 | 0.92 | 0.61 |
1 Week | -1.34 | 0.30 | 0.08 |
1 Month | -4.34 | -1.79 | -2.49 |
3 Months | 9.75 | 7.42 | 6.23 |
6 Months | 10.90 | 4.94 | 3.89 |
YTD | 9.26 | 3.83 | 2.48 |
1 Year | 16.61 | 5.30 | 4.30 |
3 Years Annualised | -1.60 | -2.67 | -8.52 |
5 Years Annualised | 3.58 | -0.12 | -1.03 |
10 Years Annualised | - | - | - |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.19 | 10.05 | - | - |
2023 | 2.55 | -2.15 | -0.14 | 6.80 |
2022 | -10.38 | -16.66 | -4.20 | 9.83 |
2021 | 6.76 | 10.10 | 5.30 | 0.05 |
2020 | -30.97 | 18.57 | 2.28 | 19.06 |
2019 | - | - | 1.65 | 5.64 |
|
Advertisement |