CT UK Equity Alpha Income Fund Institutional Income GBPRegister 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 | 2.88 | -5.49 | 18.98 | -7.88 | 18.09 | -5.51 | 5.37 | 6.73 |
+/- Category | -7.85 | 5.06 | 0.03 | 4.68 | 0.28 | -2.07 | -1.39 | 0.16 |
+/- Category Index | - | - | - | - | - | - | -2.25 | -0.57 |
% Rank in Category | 97 | 11 | 60 | 21 | 40 | 70 | 76 | 61 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.48 | -0.40 | 0.30 |
1 Week | 1.05 | 0.31 | 0.95 |
1 Month | 2.72 | -0.67 | 1.65 |
3 Months | 8.84 | 2.85 | 4.57 |
6 Months | 10.16 | -0.85 | 0.12 |
YTD | 8.77 | -0.15 | 0.64 |
1 Year | 15.90 | -0.54 | 0.95 |
3 Years Annualised | 3.93 | -2.08 | -3.92 |
5 Years Annualised | 5.25 | 0.26 | 0.28 |
10 Years Annualised | 5.06 | -0.23 | -0.76 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.01 | 4.62 | - | - |
2023 | 0.27 | -1.36 | 2.46 | 3.97 |
2022 | -3.81 | -4.52 | -7.48 | 11.19 |
2021 | 6.53 | 6.36 | 1.60 | 2.58 |
2020 | -24.93 | 13.01 | -1.01 | 9.69 |
2019 | 5.79 | 0.48 | 4.56 | 7.05 |
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