Quilter Investors Ethical Equity Fund A (GBP) AccumulationRegister 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 | 11.96 | -15.45 | 27.21 | 11.84 | 27.66 | -13.27 | 20.91 | 6.53 |
+/- Category | -2.23 | -4.93 | 10.13 | -2.46 | 12.64 | -3.46 | 11.44 | 0.63 |
+/- Category Index | -1.07 | -11.21 | 5.87 | -0.65 | 8.67 | -5.22 | 6.27 | -4.68 |
% Rank in Category | 66 | 82 | 8 | 52 | 7 | 60 | 7 | 46 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | -0.37 | -1.29 |
1 Week | -1.95 | -1.17 | -1.74 |
1 Month | -1.34 | -0.33 | -0.17 |
3 Months | 1.88 | 0.75 | -0.86 |
6 Months | 4.58 | -0.98 | -4.66 |
YTD | 4.95 | 0.04 | -5.22 |
1 Year | 12.77 | 3.58 | -3.61 |
3 Years Annualised | 6.44 | 4.48 | -0.81 |
5 Years Annualised | 10.11 | 3.84 | 0.82 |
10 Years Annualised | 9.92 | 1.49 | -1.30 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.63 | -0.10 | - | - |
2023 | 6.35 | 4.18 | -1.11 | 10.36 |
2022 | -6.85 | -12.35 | 2.49 | 3.64 |
2021 | 4.37 | 8.44 | 5.13 | 7.29 |
2020 | -17.72 | 16.53 | 6.85 | 9.17 |
2019 | 11.27 | 7.07 | 3.51 | 3.15 |
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