CT UK Equity Income Fund Institutional Income GBPRegister 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 | 7.16 | -6.63 | 20.14 | -7.15 | 19.21 | -2.00 | 9.68 | 12.17 |
+/- Category | -3.57 | 3.92 | 1.19 | 5.41 | 1.40 | 1.44 | 2.92 | 0.90 |
+/- Category Index | - | - | - | - | - | - | 2.06 | 0.64 |
% Rank in Category | 81 | 14 | 48 | 14 | 31 | 54 | 22 | 36 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.08 | -0.05 | -0.16 |
1 Week | -0.26 | -0.92 | -0.48 |
1 Month | 0.28 | 0.30 | 0.38 |
3 Months | 5.62 | 1.06 | 2.47 |
6 Months | 11.86 | 1.83 | 1.94 |
YTD | 10.94 | 0.86 | 0.57 |
1 Year | 13.92 | 0.43 | 1.82 |
3 Years Annualised | 7.20 | 1.57 | -0.77 |
5 Years Annualised | 6.95 | 1.71 | 1.31 |
10 Years Annualised | 6.75 | 1.45 | 0.91 |
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 | 1.44 | 5.02 | - | - |
2023 | 3.18 | 0.32 | 2.20 | 3.68 |
2022 | -2.83 | -3.99 | -6.14 | 11.90 |
2021 | 5.69 | 6.13 | 2.77 | 3.40 |
2020 | -24.48 | 10.67 | -1.61 | 12.92 |
2019 | 7.12 | 2.32 | 3.44 | 5.96 |
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