Margetts Opes Growth AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 11.30 | -9.58 | 23.19 | 8.61 | 12.47 | -17.94 | 11.63 | 10.15 |
+/- Category | -1.28 | -2.87 | 4.16 | -1.98 | -5.57 | -8.60 | -1.13 | 0.62 |
+/- Category Index | -1.83 | -6.07 | 1.64 | -3.64 | -7.19 | -10.23 | -3.62 | -2.08 |
% Rank in Category | 76 | 85 | 8 | 38 | 68 | 95 | 63 | 47 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | -0.36 | -0.47 |
1 Week | 1.76 | 0.03 | -1.39 |
1 Month | -2.99 | -0.50 | -1.09 |
3 Months | -1.75 | -0.31 | -2.31 |
6 Months | 4.99 | 0.57 | -1.26 |
YTD | 8.56 | 1.06 | -2.16 |
1 Year | 13.62 | 0.03 | -3.85 |
3 Years Annualised | 0.33 | -4.56 | -7.14 |
5 Years Annualised | 5.28 | -2.66 | -5.19 |
10 Years Annualised | 7.22 | -2.32 | -4.23 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.00 | 1.89 | - | - |
2023 | 3.22 | 2.27 | 0.06 | 5.69 |
2022 | -7.24 | -11.55 | -0.51 | 0.53 |
2021 | 0.98 | 8.30 | 0.50 | 2.33 |
2020 | -19.92 | 14.92 | 6.60 | 10.71 |
2019 | 8.38 | 6.27 | 2.37 | 4.49 |
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