SVM UK Opportunities A RetailRegister 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 | 13.72 | -12.37 | 30.38 | -8.75 | 23.37 | -21.17 | 7.78 | 2.16 |
+/- Category | -2.40 | -0.19 | 6.64 | -3.73 | 7.03 | -9.48 | -0.22 | -4.37 |
+/- Category Index | - | - | - | - | - | - | 0.16 | -5.13 |
% Rank in Category | 65 | 51 | 20 | 70 | 9 | 84 | 50 | 91 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | -0.13 | 0.70 |
1 Week | 1.10 | 0.23 | 1.00 |
1 Month | 4.14 | 1.44 | 3.08 |
3 Months | 4.00 | -1.66 | -0.27 |
6 Months | 10.18 | -0.72 | 0.13 |
YTD | 5.36 | -3.23 | -2.78 |
1 Year | 12.55 | -2.33 | -2.40 |
3 Years Annualised | -2.66 | -5.19 | -10.51 |
5 Years Annualised | 3.52 | -0.95 | -1.46 |
10 Years Annualised | 5.29 | -0.41 | -0.53 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.07 | 0.09 | - | - |
2023 | 2.23 | -1.44 | -2.12 | 9.28 |
2022 | -7.38 | -10.39 | -12.64 | 8.73 |
2021 | 12.37 | 6.02 | 4.78 | -1.17 |
2020 | -37.57 | 20.06 | 1.56 | 19.88 |
2019 | 9.02 | 1.58 | 1.45 | 16.04 |
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