WS Ruffer Equity & General Fund I IncomeRegister 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 | 11.77 | -6.02 | 10.43 | 5.53 | 13.50 | 1.28 | 3.66 | 4.66 |
+/- Category | 3.78 | 1.20 | -1.80 | 0.91 | 4.76 | 11.23 | -2.35 | 0.48 |
+/- Category Index | - | - | - | 0.24 | 5.50 | 10.54 | -5.60 | -0.29 |
% Rank in Category | 17 | 44 | 68 | 38 | 15 | 5 | 72 | 45 |
Trailing Returns (GBP) | 10/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.13 | 0.38 |
1 Week | 0.30 | -0.36 | 0.02 |
1 Month | -1.67 | -3.41 | -2.55 |
3 Months | 0.92 | -2.28 | -2.52 |
6 Months | 4.45 | -1.91 | -2.01 |
YTD | 4.38 | -1.14 | -1.38 |
1 Year | 6.99 | -3.38 | -5.19 |
3 Years Annualised | 2.33 | 1.22 | -0.35 |
5 Years Annualised | 6.58 | 3.33 | 2.67 |
10 Years Annualised | 5.31 | 1.69 | -0.25 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.22 | 1.40 | - | - |
2023 | 2.76 | -2.04 | 0.60 | 2.37 |
2022 | 1.32 | -2.55 | -3.39 | 6.18 |
2021 | 8.73 | 6.48 | -0.02 | -1.95 |
2020 | -11.93 | 8.69 | -1.27 | 11.65 |
2019 | 2.41 | 2.11 | 0.73 | 4.83 |
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