Causeway Defined Growth Fund D 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 | -12.51 | 13.17 | 6.52 | |||||
+/- Category | -1.65 | 7.62 | 6.63 | |||||
+/- Category Index | 0.95 | 7.39 | 6.63 | |||||
% Rank in Category | 59 | 1 | 1 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.10 | -0.18 | -0.31 |
1 Week | -1.29 | -1.44 | -1.54 |
1 Month | -0.84 | -1.74 | -1.88 |
3 Months | 2.81 | 0.48 | -0.11 |
6 Months | 7.93 | 6.24 | 5.80 |
YTD | 6.29 | 5.51 | 5.18 |
1 Year | 4.95 | 0.64 | 0.60 |
3 Years Annualised | 1.16 | 3.17 | 4.08 |
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 | 3.14 | 3.27 | - | - |
2023 | 8.65 | 4.23 | -3.26 | 3.30 |
2022 | -5.29 | -6.17 | -8.01 | 7.03 |
2021 | - | 1.65 | -2.81 | 0.58 |
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