DNCA Invest Value Europe Class I shares EURRegister 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 | 14.35 | -16.41 | 11.57 | -5.65 | 12.13 | 4.91 | 12.35 | 8.24 |
+/- Category | 0.71 | -2.96 | -2.42 | -3.05 | -3.05 | 7.56 | -0.04 | 3.45 |
+/- Category Index | - | - | - | - | - | - | -0.85 | 3.77 |
% Rank in Category | 39 | 77 | 78 | 75 | 78 | 7 | 50 | 5 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.05 | 0.02 | -0.26 |
1 Week | 0.45 | 0.15 | 0.22 |
1 Month | 1.16 | 0.45 | 0.37 |
3 Months | 9.93 | 2.99 | 2.99 |
6 Months | 16.23 | 4.21 | 5.05 |
YTD | 8.35 | 3.57 | 3.68 |
1 Year | 14.19 | 4.75 | 2.76 |
3 Years Annualised | 9.54 | 1.83 | 0.41 |
5 Years Annualised | 6.80 | 0.46 | 0.09 |
10 Years Annualised | 6.01 | 0.58 | 0.15 |
Category: Europe Large-Cap Value Equity | |||
Category Index: Morningstar DM Europe Val TME NR EUR |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.23 | - | - | - |
2023 | 6.31 | 0.11 | -0.23 | 5.79 |
2022 | -1.67 | -4.77 | -4.38 | 17.18 |
2021 | 5.64 | 4.14 | 1.85 | 0.08 |
2020 | -28.87 | 16.53 | -1.70 | 15.81 |
2019 | 4.04 | 5.19 | 1.60 | 0.34 |
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