Causeway Defined Growth Fund A USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Effective 29/01/2021, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Annual Returns (GBP) | 30/06/2024 | |||||||
2022 | 2023 | 30/06 | ||||||
Price Return | 1.12 | 8.04 | 8.00 | |||||
+/- Category | 0.47 | 7.49 | 7.07 | |||||
+/- Category Index | 2.60 | 7.32 | 7.12 | |||||
% Rank in Category | 37 | 1 | 1 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | -0.02 | -0.16 |
1 Week | -0.47 | -1.09 | -1.22 |
1 Month | -2.30 | -1.48 | -1.57 |
3 Months | 0.01 | 0.49 | 0.17 |
6 Months | 7.05 | 6.13 | 5.82 |
YTD | 5.90 | 5.62 | 5.45 |
1 Year | 6.07 | 0.41 | 0.62 |
3 Years Annualised | 5.08 | 4.16 | 4.86 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Global Bond - USD Hedged | |||
Category Index: Morningstar Gbl Core Bd GR Hdg USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.35 | 3.49 | - | - |
2023 | 5.76 | 1.81 | 1.07 | -0.73 |
2022 | -2.13 | 2.44 | 0.76 | 0.09 |
2021 | - | 1.74 | -0.19 | 0.38 |
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