Montanaro Better World Fund Institutional SEK Accumulation ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | 35.22 | 20.42 | -29.30 | 7.58 | -0.43 | |||
+/- Category | 21.87 | 3.91 | -17.38 | -1.49 | -4.98 | |||
+/- Category Index | 24.22 | 3.01 | -22.02 | -2.15 | -6.91 | |||
% Rank in Category | 6 | 27 | 93 | 65 | 84 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.56 | 0.17 | -0.22 |
1 Week | -1.26 | -0.85 | -0.88 |
1 Month | -2.36 | -2.12 | -3.29 |
3 Months | -1.05 | -2.59 | -3.58 |
6 Months | -5.58 | -5.47 | -6.77 |
YTD | -3.85 | -7.54 | -10.38 |
1 Year | 6.83 | -4.44 | -7.88 |
3 Years Annualised | -9.86 | -7.62 | -13.27 |
5 Years Annualised | 4.44 | -1.62 | -2.86 |
10 Years Annualised | - | - | - |
Category: Global Small/Mid-Cap Equity | |||
Category Index: Morningstar Gbl SMID NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.90 | -5.11 | - | - |
2023 | 5.04 | 0.72 | -7.63 | 10.08 |
2022 | -16.88 | -17.39 | 4.41 | -1.40 |
2021 | -2.07 | 9.55 | 6.95 | 4.96 |
2020 | -10.03 | 24.44 | 8.86 | 10.94 |
2019 | - | - | -2.16 | 4.47 |
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