BA Beutel Goodman US Value Fund Sterling Class M Dis UnhedgedRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2021 | 2022 | 2023 | 30/09 | |||||
Price Return | 14.72 | 14.27 | 5.55 | 11.14 | ||||
+/- Category | -11.40 | 10.26 | -0.04 | 2.47 | ||||
+/- Category Index | -12.09 | 10.22 | -1.55 | -0.79 | ||||
% Rank in Category | 99 | 2 | 51 | 18 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.26 | -0.09 | 0.33 |
1 Week | 2.87 | 0.68 | 0.86 |
1 Month | 4.76 | -0.06 | -0.23 |
3 Months | 5.62 | 0.41 | 0.19 |
6 Months | 10.15 | 2.29 | -0.01 |
YTD | 16.74 | 2.53 | -0.32 |
1 Year | 24.79 | 6.00 | 3.37 |
3 Years Annualised | 12.38 | 2.49 | 0.43 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
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 | 11.14 | -1.70 | 1.73 | - |
2023 | -0.31 | 0.63 | -1.41 | 6.73 |
2022 | 3.46 | -0.86 | 2.86 | 8.31 |
2021 | 7.87 | 5.71 | -1.15 | 1.78 |
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