WS Ruffer Equity & General Fund I AccumulationRegister 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 | 11.77 | -6.02 | 10.42 | 5.52 | 13.50 | 1.28 | 3.66 | 8.97 |
+/- Category | 3.77 | 1.20 | -1.81 | 0.91 | 4.77 | 11.22 | -2.35 | 4.01 |
+/- Category Index | - | - | - | 0.23 | 5.51 | 10.53 | -5.60 | 2.61 |
% Rank in Category | 17 | 44 | 68 | 38 | 15 | 5 | 73 | 7 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.79 | 0.66 | 0.19 |
1 Week | 0.79 | -0.44 | -0.60 |
1 Month | 3.66 | 4.81 | 3.63 |
3 Months | 2.16 | 2.02 | 0.71 |
6 Months | 9.19 | 4.79 | 3.00 |
YTD | 8.20 | 4.15 | 2.33 |
1 Year | 9.42 | 0.80 | -2.27 |
3 Years Annualised | 3.18 | 2.86 | 1.04 |
5 Years Annualised | 7.51 | 4.47 | 3.63 |
10 Years Annualised | 5.75 | 2.39 | 0.26 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.21 | 1.40 | - | - |
2023 | 2.76 | -2.04 | 0.59 | 2.37 |
2022 | 1.32 | -2.55 | -3.39 | 6.18 |
2021 | 8.73 | 6.48 | -0.02 | -1.94 |
2020 | -11.92 | 8.69 | -1.27 | 11.65 |
2019 | 2.40 | 2.12 | 0.73 | 4.83 |
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