ES River and Mercantile UK Equity Income Fund S IncRegister 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 | -1.54 | 13.31 | -0.41 | 6.71 | 12.69 | |||
+/- Category | 11.02 | -4.50 | 3.03 | -0.05 | 1.62 | |||
+/- Category Index | - | - | - | -0.92 | 1.98 | |||
% Rank in Category | 3 | 90 | 42 | 60 | 31 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.05 | 0.19 | 0.34 |
1 Week | 2.21 | 0.18 | 0.42 |
1 Month | -0.52 | -0.68 | -1.25 |
3 Months | 0.22 | -0.52 | 0.40 |
6 Months | 13.99 | 1.90 | 1.49 |
YTD | 10.11 | 0.95 | 0.33 |
1 Year | 15.63 | 0.32 | 1.01 |
3 Years Annualised | 4.86 | 0.03 | -2.19 |
5 Years Annualised | 6.98 | 1.05 | 0.67 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.49 | 4.84 | - | - |
2023 | 1.71 | -1.29 | 2.13 | 4.08 |
2022 | 1.69 | -2.62 | -6.70 | 7.80 |
2021 | 5.15 | 4.88 | 0.92 | 1.81 |
2020 | -19.70 | 13.28 | -0.32 | 8.60 |
2019 | - | - | 1.78 | 4.20 |
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