IFSL Marlborough Special Situations A AccRegister 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 | 26.10 | -12.20 | 19.42 | 16.41 | 20.12 | -32.11 | -1.71 | 7.36 |
+/- Category | 0.14 | -0.22 | -5.84 | 9.11 | -2.73 | -8.08 | -1.48 | -1.19 |
+/- Category Index | - | - | - | - | - | - | -8.62 | 4.36 |
% Rank in Category | 56 | 44 | 87 | 16 | 71 | 81 | 69 | 69 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | -0.60 | 0.60 |
1 Week | 1.23 | 0.03 | -0.61 |
1 Month | 1.86 | -0.46 | -2.98 |
3 Months | 8.27 | -0.22 | 0.10 |
6 Months | 12.11 | -1.31 | 0.72 |
YTD | 10.21 | -1.72 | 2.47 |
1 Year | 15.66 | -2.48 | 0.19 |
3 Years Annualised | -8.76 | -4.14 | -6.65 |
5 Years Annualised | 2.45 | -2.46 | 0.54 |
10 Years Annualised | 6.33 | -0.66 | 1.19 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.41 | 7.80 | - | - |
2023 | -4.22 | -2.87 | -1.64 | 7.42 |
2022 | -14.38 | -12.63 | -11.43 | 2.46 |
2021 | 7.53 | 7.80 | 5.27 | -1.57 |
2020 | -28.82 | 24.92 | 9.26 | 19.82 |
2019 | 5.06 | 4.15 | -1.21 | 10.47 |
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