Alpha UCITS SICAV - J. Stern & Co. World Stars Global Equity Fund A1 GBPRegister 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 | 15.55 | 20.96 | -15.54 | 22.85 | 14.43 | |||
+/- Category | -8.15 | 6.40 | 2.54 | 6.82 | 5.57 | |||
+/- Category Index | - | 2.90 | 3.43 | 0.54 | 0.78 | |||
% Rank in Category | 75 | 21 | 42 | 18 | 12 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.71 | 0.90 | 0.34 |
1 Week | 1.74 | -0.08 | -2.58 |
1 Month | -3.67 | -0.18 | 0.05 |
3 Months | -1.84 | 0.58 | -3.34 |
6 Months | 4.60 | 2.67 | -1.21 |
YTD | 12.60 | 6.42 | -0.05 |
1 Year | 19.07 | 6.10 | -1.44 |
3 Years Annualised | 6.93 | 6.04 | 1.37 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 14.35 | 2.56 | - | - |
2023 | 9.51 | 6.31 | -2.41 | 8.12 |
2022 | -5.43 | -10.34 | -0.09 | -0.30 |
2021 | 0.74 | 10.64 | 2.30 | 6.10 |
2020 | -8.71 | 18.04 | 4.07 | 3.04 |
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