Stewart Investors Worldwide Leaders Sustainability Fund Class I (Accumulation) USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 13.10 | 1.37 | 7.79 | 16.77 | 22.64 | -11.83 | 15.63 | 7.32 |
+/- Category | -3.92 | 6.11 | -16.44 | -6.93 | 8.07 | 6.25 | -0.40 | -3.80 |
+/- Category Index | - | - | - | - | 4.58 | 7.14 | -6.68 | -8.76 |
% Rank in Category | 39 | 4 | 100 | 68 | 15 | 21 | 49 | 75 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.91 | 0.88 | 0.93 |
1 Week | -0.01 | 0.33 | 0.61 |
1 Month | 0.81 | 0.11 | -0.50 |
3 Months | 3.73 | 1.27 | -4.27 |
6 Months | 9.68 | -1.32 | -6.95 |
YTD | 7.70 | -2.31 | -9.31 |
1 Year | 14.82 | -2.51 | -11.35 |
3 Years Annualised | 7.26 | 4.49 | -0.27 |
5 Years Annualised | 9.01 | 0.53 | -2.63 |
10 Years Annualised | 10.64 | -0.38 | -2.76 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.12 | 3.07 | - | - |
2023 | 4.81 | 4.63 | -1.84 | 7.42 |
2022 | -8.06 | -9.78 | 5.36 | 0.88 |
2021 | -0.13 | 8.97 | 5.50 | 6.82 |
2020 | -8.17 | 13.40 | 4.26 | 7.56 |
2019 | 2.08 | 5.82 | 2.22 | -2.37 |
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