StocksPLUS™ Fund Institutional USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 11.56 | 0.04 | 27.50 | 14.87 | 29.14 | -12.12 | 19.12 | 16.07 |
+/- Category | 1.83 | 1.47 | 4.08 | 0.77 | 2.87 | -2.69 | 1.90 | 2.80 |
+/- Category Index | 1.04 | -0.79 | 1.71 | -1.88 | 2.04 | -2.33 | 0.00 | 0.70 |
% Rank in Category | 20 | 41 | 11 | 47 | 29 | 80 | 40 | 14 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.08 | -0.40 | 0.01 |
1 Week | 1.48 | -0.23 | -0.06 |
1 Month | 5.28 | 0.39 | -0.07 |
3 Months | 4.94 | 0.82 | -0.12 |
6 Months | 12.06 | 2.06 | 0.24 |
YTD | 21.52 | 2.69 | 0.65 |
1 Year | 27.39 | 2.58 | 0.76 |
3 Years Annualised | 11.29 | 0.43 | -0.42 |
5 Years Annualised | 14.68 | 0.70 | -0.41 |
10 Years Annualised | 15.77 | 1.25 | 0.11 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.82 | 4.08 | -0.28 | - |
2023 | 4.43 | 5.83 | 0.70 | 7.04 |
2022 | -2.91 | -11.03 | 2.73 | -0.96 |
2021 | 5.03 | 8.53 | 2.93 | 10.06 |
2020 | -15.77 | 22.94 | 4.25 | 6.40 |
2019 | 11.76 | 7.04 | 4.81 | 1.68 |
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