Causeway Defined Growth Fund C GBPRegister 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 | -12.10 | 13.73 | 6.80 | |||||
+/- Category | -1.23 | 8.18 | 6.91 | |||||
+/- Category Index | 1.36 | 7.95 | 6.91 | |||||
% Rank in Category | 50 | 1 | 1 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.10 | -0.17 | -0.31 |
1 Week | -1.26 | -1.41 | -1.51 |
1 Month | -0.76 | -1.66 | -1.80 |
3 Months | 2.96 | 0.63 | 0.04 |
6 Months | 8.23 | 6.54 | 6.10 |
YTD | 6.64 | 5.87 | 5.53 |
1 Year | 5.53 | 1.22 | 1.18 |
3 Years Annualised | 1.67 | 3.68 | 4.58 |
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 | 3.30 | 3.39 | - | - |
2023 | 8.77 | 4.36 | -3.15 | 3.44 |
2022 | -5.19 | -6.04 | -7.92 | 7.17 |
2021 | - | 1.74 | -2.69 | 0.70 |
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