BA Beutel Goodman US Value Fund Dollar Class M Dis UnhedgedRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 2.54 | -9.79 | 21.06 | 5.54 | 14.76 | 14.29 | 5.45 | 11.18 |
+/- Category | -3.16 | -6.15 | 2.01 | 4.93 | -11.37 | 10.27 | -0.14 | 2.51 |
+/- Category Index | -3.65 | -7.25 | -1.22 | 6.37 | -12.05 | 10.24 | -1.65 | -0.74 |
% Rank in Category | 9 | 58 | 16 | 24 | 99 | 2 | 51 | 18 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | -0.07 | 0.35 |
1 Week | 2.88 | 0.68 | 0.86 |
1 Month | 4.81 | -0.01 | -0.18 |
3 Months | 5.67 | 0.46 | 0.24 |
6 Months | 10.18 | 2.33 | 0.02 |
YTD | 16.84 | 2.62 | -0.23 |
1 Year | 24.88 | 6.08 | 3.45 |
3 Years Annualised | 12.38 | 2.50 | 0.43 |
5 Years Annualised* | 11.69 | 0.64 | -0.16 |
10 Years Annualised* | 9.91 | -1.61 | -3.25 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.17 | -1.72 | 1.77 | - |
2023 | -0.33 | 0.57 | -1.42 | 6.72 |
2022 | 3.41 | -0.83 | 2.79 | 8.42 |
2021 | 7.86 | 5.75 | -1.22 | 1.86 |
2020 | -16.04* | 16.04* | 1.40* | 6.84* |
2019 | 8.32* | 6.77* | 6.46* | -1.67* |
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