Macquarie Valueinvest LUX Global A CapRegister 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 | 6.09 | 1.42 | 10.99 | 3.70 | 7.96 | -1.06 | 4.99 | 2.17 |
+/- Category | -6.48 | 8.14 | -8.04 | -6.89 | -10.09 | 8.29 | -7.77 | -7.35 |
+/- Category Index | -7.03 | 4.93 | -10.57 | -8.56 | -11.70 | 6.66 | -10.25 | -10.05 |
% Rank in Category | 96 | 4 | 94 | 85 | 95 | 7 | 93 | 96 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.57 | -0.28 | 0.24 |
1 Week | 0.57 | -1.26 | -2.58 |
1 Month | -0.38 | 1.33 | 1.53 |
3 Months | -4.44 | -3.92 | -5.00 |
6 Months | 1.39 | -3.51 | -4.87 |
YTD | 1.06 | -7.36 | -9.66 |
1 Year | 0.68 | -13.89 | -16.79 |
3 Years Annualised | 1.68 | -3.47 | -5.79 |
5 Years Annualised | 2.90 | -5.33 | -7.57 |
10 Years Annualised | 8.16 | -1.46 | -3.29 |
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 | 3.94 | -2.77 | - | - |
2023 | 7.25 | 0.62 | -6.11 | 3.63 |
2022 | -4.48 | -0.92 | -2.61 | 7.35 |
2021 | 0.71 | 6.65 | -2.09 | 2.66 |
2020 | -8.67 | 10.34 | 0.64 | 2.25 |
2019 | 4.81 | 4.00 | 4.70 | -2.75 |
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