Causeway Defined Growth Fund D USDRegister 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 | -1.92 | 4.85 | 7.70 | |||||
+/- Category | -2.56 | 4.30 | 6.78 | |||||
+/- Category Index | -0.44 | 4.14 | 6.83 | |||||
% Rank in Category | 70 | 2 | 1 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | -0.03 | -0.17 |
1 Week | -0.49 | -1.11 | -1.24 |
1 Month | -2.34 | -1.53 | -1.62 |
3 Months | -0.12 | 0.36 | 0.04 |
6 Months | 6.76 | 5.84 | 5.53 |
YTD | 5.57 | 5.29 | 5.12 |
1 Year | 5.52 | -0.14 | 0.07 |
3 Years Annualised | 1.95 | 1.03 | 1.73 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Global Bond - USD Hedged | |||
Category Index: Morningstar Gbl Core Bd GR Hdg USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.20 | 3.36 | - | - |
2023 | 4.31 | 0.43 | 0.95 | -0.85 |
2022 | -3.46 | 0.96 | 0.67 | -0.04 |
2021 | - | 0.33 | -1.57 | -0.99 |
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