Halifax Special Situations Fund CRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 11.21 | -9.29 | 24.20 | -16.62 | 11.73 | -10.21 | 6.67 | 1.70 |
+/- Category | -4.90 | 2.89 | 0.46 | -11.60 | -4.60 | 1.48 | -1.33 | -2.61 |
+/- Category Index | - | - | - | - | - | - | -0.96 | -4.44 |
% Rank in Category | 66 | 27 | 47 | 95 | 83 | 46 | 62 | 80 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.04 | 0.22 | 1.04 |
1 Week | 1.79 | 0.32 | 1.06 |
1 Month | 2.22 | -0.41 | -1.85 |
3 Months | 3.16 | -2.84 | -4.92 |
6 Months | 8.84 | -4.75 | -4.20 |
YTD | 2.29 | -2.50 | -4.75 |
1 Year | -2.56 | -9.55 | -11.59 |
3 Years Annualised | -0.68 | -2.48 | -8.12 |
5 Years Annualised | -0.77 | -4.41 | -5.99 |
10 Years Annualised | 1.47 | -3.43 | -4.14 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.70 | - | - | - |
2023 | 7.85 | -1.44 | -2.39 | 2.81 |
2022 | -7.05 | -8.88 | -5.10 | 11.71 |
2021 | 9.98 | 0.08 | 0.98 | 0.53 |
2020 | -30.31 | 7.85 | -8.07 | 20.68 |
2019 | 11.41 | 7.12 | 0.26 | 3.80 |
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