BA Beutel Goodman US Value Fund Dollar Class SI Acc UnhedgedRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
|
Annual Returns (GBP) | 30/09/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021* | 2022 | 2023 | 30/09 | |
Price Return | 2.54 | -9.79 | 21.06 | 0.03 | 14.67 | 13.88 | 5.11 | 10.86 |
+/- Category | -3.16 | -6.15 | 2.01 | -0.58 | -11.46 | 9.87 | -0.48 | 2.20 |
+/- Category Index | -3.65 | -7.25 | -1.22 | 0.86 | -12.14 | 9.83 | -1.99 | -1.06 |
% Rank in Category | 9 | 58 | 16 | 22 | 100 | 3 | 57 | 23 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | -0.05 | 0.36 |
1 Week | 2.90 | 0.71 | 0.89 |
1 Month | 4.81 | 0.00 | -0.18 |
3 Months | 5.59 | 0.38 | 0.17 |
6 Months | 10.05 | 2.20 | -0.11 |
YTD | 16.49 | 2.27 | -0.58 |
1 Year | 24.34 | 5.54 | 2.92 |
3 Years Annualised | 11.98 | 2.10 | 0.03 |
5 Years Annualised* | 10.27 | -0.79 | -1.59 |
10 Years Annualised* | 9.16 | -2.35 | -3.99 |
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 | 11.07 | -1.83 | 1.68 | - |
2023 | -0.42 | 0.57 | -1.58 | 6.65 |
2022 | 3.36 | -0.94 | 2.70 | 8.30 |
2021 | 8.07* | 5.72 | -1.29 | 1.68 |
2020 | -16.04* | 16.04* | 1.40* | 1.26* |
2019 | 8.32* | 6.77* | 6.46* | -1.67* |
|
Advertisement |