Causeway Defined Growth Fund B 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 | 0.61 | 7.50 | 7.73 | |||||
+/- Category | -0.04 | 6.95 | 6.80 | |||||
+/- Category Index | 2.08 | 6.79 | 6.85 | |||||
% Rank in Category | 40 | 1 | 1 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | -0.02 | -0.16 |
1 Week | -0.48 | -1.10 | -1.23 |
1 Month | -2.34 | -1.52 | -1.61 |
3 Months | -0.12 | 0.37 | 0.04 |
6 Months | 6.80 | 5.87 | 5.57 |
YTD | 5.60 | 5.32 | 5.15 |
1 Year | 5.55 | -0.11 | 0.10 |
3 Years Annualised | 4.56 | 3.64 | 4.34 |
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 | 4.23 | 3.35 | - | - |
2023 | 5.63 | 1.69 | 0.94 | -0.86 |
2022 | -2.25 | 2.27 | 0.68 | -0.03 |
2021 | - | 1.60 | -0.32 | 0.26 |
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