Artemis Monthly Distribution Fund C AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.28 | -8.37 | 11.96 | 0.36 | 13.63 | -5.98 | 6.64 | 10.02 |
+/- Category | 0.83 | -2.88 | -0.46 | -3.72 | 5.56 | 4.47 | -0.89 | 5.99 |
+/- Category Index | - | - | - | -4.93 | 5.63 | 3.27 | -2.62 | 5.07 |
% Rank in Category | 35 | 92 | 56 | 79 | 3 | 12 | 62 | 1 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.03 | 0.25 |
1 Week | 0.28 | -0.25 | -0.01 |
1 Month | 2.96 | 1.53 | 2.08 |
3 Months | 3.38 | 0.51 | -0.06 |
6 Months | 11.18 | 5.44 | 4.71 |
YTD | 11.31 | 6.46 | 5.55 |
1 Year | 20.30 | 9.87 | 8.12 |
3 Years Annualised | 5.73 | 4.60 | 3.05 |
5 Years Annualised* | 5.24 | 2.26 | 1.33 |
10 Years Annualised* | 6.08 | 2.03 | 0.52 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.23 | 1.65 | - | - |
2023 | -0.92 | -0.49 | 2.43 | 5.60 |
2022 | -1.30 | -6.41 | -2.26 | 4.13 |
2021 | 4.06 | 3.16 | 1.59 | 4.20 |
2020 | -16.33* | 10.08 | 1.83 | 7.00 |
2019 | 5.25* | 3.61* | 1.74* | 0.91* |
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