Heronbridge United Kingdom Equity Fund Class B IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 11.14 | -10.96 | 27.42 | -9.15 | 28.13 | 1.78 | 8.88 | 3.98 |
+/- Category | -4.98 | 1.22 | 3.67 | -4.13 | 11.80 | 13.47 | 0.88 | -6.46 |
+/- Category Index | - | - | - | - | - | - | 1.26 | -7.55 |
% Rank in Category | 79 | 39 | 33 | 71 | 3 | 5 | 40 | 97 |
Trailing Returns (GBP) | 30/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.09 | -0.08 |
1 Week | - | - | - |
1 Month | -0.48 | -0.26 | -0.38 |
3 Months | 3.07 | -0.12 | -0.08 |
6 Months | 11.30 | 3.22 | 1.38 |
YTD | 3.98 | -5.12 | -6.39 |
1 Year | 9.64 | -2.63 | -2.47 |
3 Years Annualised | 4.62 | 3.11 | -3.35 |
5 Years Annualised | 7.95 | 3.43 | 2.30 |
10 Years Annualised | 7.36 | 1.73 | 1.53 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -5.23 | 3.48 | - | - |
2023 | 5.94 | -2.75 | -0.06 | 5.74 |
2022 | -5.27 | 0.93 | 1.85 | 4.52 |
2021 | 10.54 | 7.94 | 5.69 | 1.61 |
2020 | -25.57 | 6.28 | -1.72 | 16.86 |
2019 | 11.67 | 3.76 | 2.29 | 7.51 |
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