WS Lancaster Global Equity Fund R IncomeRegister 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 | 6.08 | -3.59 | 14.05 | -6.38 | 22.34 | 7.70 | -1.70 | 7.53 |
+/- Category | -6.63 | 3.61 | -4.00 | -13.28 | 8.77 | 17.49 | -11.13 | -0.14 |
+/- Category Index | - | - | - | -12.37 | 6.02 | 13.54 | -14.12 | -2.82 |
% Rank in Category | 69 | 15 | 32 | 98 | 1 | 1 | 100 | 59 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.85 | 0.81 | -0.01 |
1 Week | 2.80 | 0.82 | 0.47 |
1 Month | -3.22 | -1.09 | -1.73 |
3 Months | -4.04 | -2.72 | -4.05 |
6 Months | 5.97 | 1.34 | -1.56 |
YTD | 4.42 | -1.29 | -4.20 |
1 Year | 11.77 | 0.89 | -3.17 |
3 Years Annualised | 4.31 | 2.15 | -1.74 |
5 Years Annualised | 6.21 | 0.67 | -1.63 |
10 Years Annualised | 5.30 | -1.36 | -3.59 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.00 | 4.06 | - | - |
2023 | -0.74 | -10.29 | 6.02 | 4.12 |
2022 | 6.43 | -3.36 | 6.72 | -1.88 |
2021 | 13.21 | 4.30 | 2.92 | 0.68 |
2020 | -19.78 | 9.62 | -4.17 | 11.10 |
2019 | 2.98 | 6.80 | -4.46 | 8.54 |
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