Montanaro UK Income Fund EUR ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 22.90 | -14.09 | 36.18 | -6.20 | 24.07 | -24.20 | 7.82 | 12.90 |
+/- Category | 12.17 | -3.53 | 17.23 | 6.36 | 6.26 | -20.76 | 1.06 | 1.84 |
+/- Category Index | - | - | - | - | - | - | 0.20 | 2.20 |
% Rank in Category | 3 | 83 | 2 | 12 | 13 | 97 | 48 | 27 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.12 | 0.26 | 0.41 |
1 Week | 1.72 | -0.31 | -0.08 |
1 Month | -2.92 | -3.08 | -3.65 |
3 Months | 2.73 | 1.98 | 2.90 |
6 Months | 11.33 | -0.76 | -1.17 |
YTD | 9.16 | 0.00 | -0.62 |
1 Year | 16.17 | 0.86 | 1.55 |
3 Years Annualised | -4.16 | -8.99 | -11.20 |
5 Years Annualised | 5.10 | -0.83 | -1.21 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.85 | 4.75 | - | - |
2023 | 2.83 | -2.02 | -0.29 | 7.33 |
2022 | -12.41 | -15.08 | -10.58 | 13.98 |
2021 | 3.03 | 10.31 | 5.84 | 3.15 |
2020 | -26.77 | 11.99 | 1.24 | 12.99 |
2019 | 10.43 | 3.85 | 2.68 | 15.64 |
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