Stewart Investors Worldwide Leaders Sustainability Fund Class B (Accumulation) GBPRegister 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 | 10.80 | -0.19 | 8.14 | 18.19 | 22.84 | -13.30 | 17.28 | 7.24 |
+/- Category | -6.22 | 4.55 | -16.09 | -5.51 | 8.28 | 4.77 | 1.26 | -1.63 |
+/- Category Index | - | - | - | - | 4.78 | 5.67 | -5.02 | -6.41 |
% Rank in Category | 72 | 7 | 97 | 11 | 25 | 82 | 40 | 62 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.16 | 1.35 | 0.79 |
1 Week | 3.09 | 1.28 | -1.23 |
1 Month | 0.23 | 3.73 | 3.96 |
3 Months | 2.35 | 4.77 | 0.85 |
6 Months | 9.19 | 7.27 | 3.39 |
YTD | 8.03 | 1.84 | -4.63 |
1 Year | 16.82 | 3.85 | -3.69 |
3 Years Annualised | 5.69 | 4.80 | 0.13 |
5 Years Annualised | 9.46 | 1.66 | -1.68 |
10 Years Annualised | 10.72 | 0.15 | -2.05 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.33 | 3.32 | - | - |
2023 | 5.32 | 5.70 | -2.76 | 8.34 |
2022 | -8.93 | -10.30 | 6.03 | 0.09 |
2021 | -0.13 | 7.91 | 6.34 | 7.19 |
2020 | -7.71 | 14.53 | 4.58 | 6.91 |
2019 | 3.22 | 5.57 | 1.81 | -2.52 |
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