Newton SRI Fund For Charities X Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2022 | 2023 | 31/07 | ||||||
Price Return | -6.75 | 9.32 | 6.37 | |||||
+/- Category | 3.34 | 0.95 | -0.13 | |||||
+/- Category Index | 0.52 | -1.35 | -1.94 | |||||
% Rank in Category | 19 | 36 | 55 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.71 | 0.17 | 0.33 |
1 Week | 1.67 | 0.19 | -0.35 |
1 Month | -0.41 | 0.29 | -0.09 |
3 Months | -0.54 | -0.67 | -1.44 |
6 Months | 6.55 | 1.03 | 0.03 |
YTD | 6.18 | 0.46 | -1.45 |
1 Year | 11.40 | 0.21 | -2.15 |
3 Years Annualised | 3.99 | 2.20 | -0.27 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.21 | 2.50 | - | - |
2023 | 3.48 | 1.31 | 0.00 | 4.29 |
2022 | -3.11 | -5.34 | -1.41 | 3.14 |
2021 | - | 3.86 | 2.68 | 5.05 |
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