HL UK Income Fund (Class A Inc Units)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 9.97 | -10.97 | 14.11 | -11.87 | 16.68 | -4.40 | 7.07 | 12.08 |
+/- Category | -0.76 | -0.41 | -4.84 | 0.68 | -1.13 | -0.96 | 0.31 | 0.81 |
+/- Category Index | - | - | - | - | - | - | -0.55 | 0.55 |
% Rank in Category | 56 | 55 | 82 | 50 | 54 | 66 | 57 | 37 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.03 | 0.06 | -0.05 |
1 Week | 0.68 | 0.02 | 0.46 |
1 Month | 0.90 | 0.92 | 1.00 |
3 Months | 5.37 | 0.81 | 2.22 |
6 Months | 10.29 | 0.26 | 0.37 |
YTD | 11.51 | 1.43 | 1.14 |
1 Year | 13.53 | 0.04 | 1.43 |
3 Years Annualised | 5.54 | -0.09 | -2.43 |
5 Years Annualised | 4.49 | -0.75 | -1.15 |
10 Years Annualised | 4.45 | -0.84 | -1.39 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.82 | 3.46 | - | - |
2023 | 2.70 | -2.11 | 3.02 | 3.38 |
2022 | -0.99 | -6.39 | -6.16 | 9.90 |
2021 | 6.40 | 4.15 | 1.81 | 3.42 |
2020 | -28.94 | 10.45 | -2.85 | 15.58 |
2019 | 6.66 | -0.02 | 0.50 | 6.47 |
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