HSBC UK Growth & Income Retail B AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 8.93 | -10.70 | 19.43 | -15.93 | 15.70 | 3.31 | 7.94 | 12.52 |
+/- Category | -2.71 | -0.88 | 0.09 | -6.83 | -2.27 | 5.38 | -0.26 | 1.79 |
+/- Category Index | - | - | - | - | - | - | 0.32 | 0.99 |
% Rank in Category | 85 | 73 | 41 | 98 | 67 | 23 | 42 | 13 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.15 | -0.17 | -0.23 |
1 Week | 0.00 | -0.65 | -0.22 |
1 Month | -1.71 | -1.63 | -1.61 |
3 Months | 3.20 | 0.02 | 0.05 |
6 Months | 8.24 | -0.12 | -1.68 |
YTD | 9.85 | 0.64 | -0.52 |
1 Year | 12.15 | 0.83 | 0.04 |
3 Years Annualised | 8.56 | 2.47 | 0.59 |
5 Years Annualised | 4.70 | -0.46 | -0.94 |
10 Years Annualised | 4.60 | -1.00 | -1.24 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.11 | 3.86 | - | - |
2023 | 3.06 | -1.28 | 2.74 | 3.27 |
2022 | 1.88 | -3.80 | -4.09 | 9.91 |
2021 | 7.99 | 1.03 | 3.59 | 2.38 |
2020 | -29.11 | 8.43 | -6.45 | 16.91 |
2019 | 9.38 | 3.13 | 1.04 | 4.79 |
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