Mazarin Cautious Fund A GBP 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 | 6.84 | 5.95 | -8.85 | 4.01 | 6.01 | |||
+/- Category | 2.76 | -2.12 | 1.61 | -3.52 | 0.95 | |||
+/- Category Index | 1.55 | -2.04 | 0.41 | -5.25 | -0.34 | |||
% Rank in Category | 25 | 79 | 32 | 91 | 25 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.51 | 0.37 | -0.10 |
1 Week | 1.20 | 0.08 | -0.19 |
1 Month | -0.67 | -0.17 | -0.70 |
3 Months | 0.77 | 0.25 | -0.68 |
6 Months | 4.06 | -0.44 | -2.14 |
YTD | 5.92 | 1.76 | 0.05 |
1 Year | 9.46 | 0.27 | -2.22 |
3 Years Annualised | 0.23 | -0.25 | -1.91 |
5 Years Annualised | 3.37 | 0.43 | -0.51 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.49 | 1.80 | - | - |
2023 | 1.87 | -1.56 | 0.47 | 3.24 |
2022 | -3.66 | -5.30 | -2.24 | 2.19 |
2021 | 0.36 | 4.31 | -0.09 | 1.29 |
2020 | -15.87 | 14.85 | 3.29 | 7.05 |
2019 | - | - | - | 3.08 |
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