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Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021* | 2022* | 2023 | 31/07 | |
Price Return | 18.12 | -12.71 | 16.96 | 25.03 | 16.07 | -10.71 | 2.04 | 5.54 |
+/- Category | 5.55 | -6.00 | -2.07 | 14.45 | -1.97 | -1.37 | -10.72 | -3.99 |
+/- Category Index | 5.00 | -9.21 | -4.59 | 12.78 | -3.59 | -3.00 | -13.21 | -6.69 |
% Rank in Category | 8 | 92 | 72 | 4 | 67 | 65 | 96 | 86 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.72 | 0.50 | 0.39 |
1 Week | 1.35 | -0.39 | -1.80 |
1 Month | -0.78 | 1.72 | 1.12 |
3 Months | 0.62 | 2.06 | 0.06 |
6 Months | 2.55 | -1.87 | -3.70 |
YTD | 4.82 | -2.67 | -5.89 |
1 Year | 7.47 | -6.12 | -10.00 |
3 Years Annualised* | 0.25 | -4.64 | -7.22 |
5 Years Annualised* | 7.41 | -0.53 | -3.06 |
10 Years Annualised* | 9.41 | -0.13 | -2.04 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.50 | -1.99 | - | - |
2023 | -0.77 | 0.55 | -3.87 | 6.39 |
2022 | -3.87* | -13.07 | 3.86 | 2.89 |
2021 | 1.17* | 4.95* | 4.56* | 4.56* |
2020 | -13.95* | 18.94* | 8.11* | 13.00* |
2019 | 8.73* | 3.59* | -1.13* | 5.03* |
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