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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 | 10.88 | -2.90 | 23.36 | 24.27 | 22.62 | -4.33 | 11.58 | 4.18 |
+/- Category | 2.26 | 0.44 | 0.94 | 8.14 | 3.11 | 7.91 | -1.80 | -3.65 |
+/- Category Index | - | - | - | - | -3.66 | 5.43 | -6.96 | -10.20 |
% Rank in Category | 32 | 44 | 41 | 18 | 45 | 29 | 47 | 79 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.90 | 0.07 | 0.83 |
1 Week | 3.11 | 1.07 | 1.37 |
1 Month | 4.91 | -0.61 | -0.45 |
3 Months | 5.18 | 1.71 | 0.22 |
6 Months | 5.97 | -2.64 | -5.86 |
YTD | 10.30 | -3.28 | -9.61 |
1 Year | 18.50 | -4.16 | -7.63 |
3 Years Annualised* | 7.58 | 4.40 | -3.48 |
5 Years Annualised* | 13.38 | 3.23 | -1.24 |
10 Years Annualised* | 15.03 | 2.60 | -0.33 |
Category: US Flex-Cap Equity | |||
Category Index: Morningstar US Market Ext NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.12 | -6.59 | 2.21 | - |
2023 | -4.99* | 7.64* | 0.96 | 8.06 |
2022 | 0.01* | -11.14* | 7.76* | -0.11* |
2021 | 7.96* | 3.68* | 3.66* | 5.68* |
2020 | -11.63* | 20.66* | 5.91* | 10.05* |
2019 | 9.75* | 9.26* | 2.91* | -0.03* |
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