SVM UK Opportunities B InstitutionalRegister 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 | 14.58 | -11.72 | 31.36 | -8.05 | 24.33 | -20.57 | 8.57 | 7.31 |
+/- Category | -1.54 | 0.46 | 7.62 | -3.04 | 8.00 | -8.89 | 0.58 | -3.26 |
+/- Category Index | - | - | - | - | - | - | 0.95 | -3.40 |
% Rank in Category | 59 | 46 | 16 | 65 | 6 | 81 | 42 | 85 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.30 | 1.39 | 0.97 |
1 Week | 2.20 | 0.08 | -0.54 |
1 Month | -2.15 | -1.06 | -2.18 |
3 Months | -3.49 | -2.91 | -2.81 |
6 Months | 9.03 | -0.81 | -3.50 |
YTD | 3.59 | -3.73 | -5.42 |
1 Year | 11.09 | -0.65 | -2.48 |
3 Years Annualised | -3.77 | -4.44 | -10.57 |
5 Years Annualised | 5.32 | 0.23 | -0.54 |
10 Years Annualised | 5.88 | 0.41 | -0.03 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.26 | 0.27 | - | - |
2023 | 2.41 | -1.25 | -1.95 | 9.49 |
2022 | -7.21 | -10.22 | -12.47 | 8.93 |
2021 | 12.60 | 6.23 | 4.98 | -0.98 |
2020 | -37.45 | 20.30 | 1.76 | 20.08 |
2019 | 9.23 | 1.75 | 1.65 | 16.27 |
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