IFSL Marlborough US Multi-Cap Income Fund Class A IncRegister 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 | 8.03 | -1.01 | 31.90 | 8.76 | 26.45 | -6.13 | 14.08 | 3.97 |
+/- Category | 2.30 | 0.12 | 11.58 | 9.05 | -0.13 | -11.06 | 10.65 | -3.40 |
+/- Category Index | 2.40 | 0.13 | 13.82 | 12.11 | - | -16.57 | 14.51 | -4.18 |
% Rank in Category | 26 | 52 | 2 | 21 | 47 | 93 | 12 | 81 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.05 | 0.96 | 0.66 |
1 Week | 1.73 | 1.16 | 0.30 |
1 Month | 0.99 | -0.57 | -0.10 |
3 Months | 0.92 | -0.17 | -0.87 |
6 Months | 5.68 | -2.99 | -2.63 |
YTD | 4.89 | -3.09 | -3.17 |
1 Year | 16.85 | 0.11 | -0.54 |
3 Years Annualised | 7.60 | -1.75 | -1.88 |
5 Years Annualised | 9.64 | 0.03 | 1.57 |
10 Years Annualised | 13.16 | 1.39 | 1.69 |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.30 | -3.10 | - | - |
2023 | -0.46 | 4.87 | 2.76 | 6.36 |
2022 | -3.56 | -4.85 | 2.80 | -0.48 |
2021 | 3.77 | 7.61 | 2.08 | 10.94 |
2020 | -6.31 | 13.11 | 4.77 | -2.04 |
2019 | 8.85 | 13.54 | 6.35 | 0.36 |
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