UBAM - 30 Global Leaders Equity IPC USDRegister 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 | 18.07 | 31.47 | -12.87 | 14.08 | 5.11 | |||
+/- Category | -5.62 | 16.90 | 5.21 | -1.95 | -3.76 | |||
+/- Category Index | - | 13.40 | 6.11 | -8.23 | -8.54 | |||
% Rank in Category | 61 | 1 | 25 | 57 | 82 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.80 | 0.14 | 0.43 |
1 Week | 1.46 | -0.25 | -2.86 |
1 Month | -2.29 | 0.26 | 1.44 |
3 Months | -2.57 | -1.31 | -4.06 |
6 Months | 0.78 | -1.93 | -5.02 |
YTD | 3.17 | -4.09 | -9.49 |
1 Year | 10.94 | -3.40 | -9.57 |
3 Years Annualised | 3.25 | 2.01 | -2.30 |
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 | 6.37 | -0.20 | - | - |
2023 | 4.52 | 2.46 | -1.70 | 8.37 |
2022 | -8.40 | -9.74 | 1.48 | 3.86 |
2021 | 3.03 | 10.76 | 4.53 | 10.22 |
2020 | -9.58 | 20.51 | 3.35 | 4.85 |
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