FTGF ClearBridge US Value Fund Class A US$ Distributing (A)Register 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 | 3.14 | -8.89 | 19.67 | 7.83 | 27.02 | 3.59 | 10.13 | 8.69 |
+/- Category | -2.55 | -5.25 | 0.62 | 7.21 | 0.90 | -0.42 | 4.54 | 1.23 |
+/- Category Index | -3.05 | -6.35 | -2.61 | 8.65 | 0.21 | -0.46 | 3.04 | -1.09 |
% Rank in Category | 96 | 95 | 86 | 84 | 45 | 60 | 16 | 35 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | -0.62 | -0.50 |
1 Week | 1.35 | 0.02 | 0.29 |
1 Month | 1.09 | -0.05 | -0.38 |
3 Months | 1.82 | 1.67 | -1.16 |
6 Months | 9.83 | 1.94 | -0.35 |
YTD | 8.96 | 1.72 | -1.14 |
1 Year | 18.54 | 2.75 | -1.89 |
3 Years Annualised | 10.27 | 1.55 | -0.52 |
5 Years Annualised | 10.90 | 2.06 | 0.82 |
10 Years Annualised | 11.34 | 0.38 | -1.23 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.53 | -1.66 | - | - |
2023 | -1.17 | 3.33 | 2.06 | 5.67 |
2022 | 3.61 | -8.08 | 4.06 | 4.53 |
2021 | 15.46 | 5.06 | -1.11 | 5.89 |
2020 | -24.59 | 21.20 | -0.71 | 18.82 |
2019 | 11.88 | 4.57 | 3.84 | -1.49 |
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