M&G Equities Investment Fund for Charities (Charifund) Sterling AccRegister 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 | 12.13 | -8.86 | 22.99 | -12.89 | 19.05 | -0.20 | 3.63 | 8.48 |
+/- Category | 1.40 | 1.70 | 4.04 | -0.34 | 1.24 | 3.24 | -3.13 | 1.92 |
+/- Category Index | - | - | - | - | - | - | -3.99 | 1.19 |
% Rank in Category | 30 | 29 | 27 | 61 | 32 | 41 | 87 | 22 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.81 | 0.12 | 0.44 |
1 Week | 0.95 | 0.21 | -0.71 |
1 Month | 1.78 | -0.37 | 0.24 |
3 Months | 4.44 | -0.62 | 1.00 |
6 Months | 12.68 | 1.59 | 1.50 |
YTD | 10.17 | 0.91 | 0.54 |
1 Year | 12.81 | -0.84 | 0.23 |
3 Years Annualised | 5.84 | -0.15 | -2.33 |
5 Years Annualised | 4.94 | -0.05 | -0.24 |
10 Years Annualised | 5.69 | 0.45 | -0.13 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.45 | 5.88 | - | - |
2023 | 1.79 | -3.74 | 3.30 | 2.37 |
2022 | 2.32 | -4.57 | -6.39 | 9.19 |
2021 | 8.17 | 5.50 | 1.55 | 2.74 |
2020 | -27.38 | 8.73 | -4.64 | 15.68 |
2019 | 9.06 | 4.50 | 1.26 | 6.56 |
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