Causeway Defined Growth Fund A GBP HedgedRegister 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 | -12.08 | 13.44 | 6.83 | |||||
+/- Category | -1.22 | 7.89 | 6.94 | |||||
+/- Category Index | 1.38 | 7.66 | 6.94 | |||||
% Rank in Category | 50 | 1 | 1 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.18 | -0.32 |
1 Week | -1.27 | -1.42 | -1.52 |
1 Month | -0.77 | -1.67 | -1.82 |
3 Months | 2.96 | 0.63 | 0.04 |
6 Months | 8.26 | 6.58 | 6.14 |
YTD | 6.66 | 5.89 | 5.55 |
1 Year | 5.53 | 1.23 | 1.18 |
3 Years Annualised | 1.60 | 3.60 | 4.51 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Global Bond - GBP Hedged | |||
Category Index: Morningstar Gbl Core Bd GR Hdg GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.31 | 3.41 | - | - |
2023 | 8.51 | 4.36 | -3.15 | 3.43 |
2022 | -5.19 | -6.00 | -7.95 | 7.18 |
2021 | - | 1.78 | -2.69 | 0.71 |
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