M&G Equities Investment Fund for Charities (Charifund) Sterling IncRegister 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 | -8.87 | 22.97 | -12.90 | 19.05 | -0.19 | 3.64 | 8.49 |
+/- Category | 1.40 | 1.68 | 4.02 | -0.34 | 1.25 | 3.25 | -3.12 | 1.93 |
+/- Category Index | - | - | - | - | - | - | -3.98 | 1.20 |
% Rank in Category | 30 | 30 | 27 | 62 | 32 | 41 | 87 | 22 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.81 | 0.12 | 0.45 |
1 Week | 0.95 | 0.21 | -0.71 |
1 Month | 1.78 | -0.37 | 0.24 |
3 Months | 4.44 | -0.62 | 1.01 |
6 Months | 12.69 | 1.60 | 1.51 |
YTD | 10.18 | 0.92 | 0.55 |
1 Year | 12.83 | -0.82 | 0.26 |
3 Years Annualised | 5.85 | -0.14 | -2.31 |
5 Years Annualised | 4.94 | -0.04 | -0.23 |
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 | 5.89 | - | - |
2023 | 1.80 | -3.74 | 3.31 | 2.38 |
2022 | 2.32 | -4.56 | -6.40 | 9.20 |
2021 | 8.16 | 5.50 | 1.55 | 2.74 |
2020 | -27.38 | 8.73 | -4.64 | 15.69 |
2019 | 9.06 | 4.50 | 1.26 | 6.56 |
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