Montanaro UK Income Fund EUR SeedRegister 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 | 24.57 | -13.60 | 36.85 | -5.82 | 24.86 | -23.96 | 8.27 | 2.31 |
+/- Category | 13.83 | -3.04 | 17.90 | 6.73 | 7.06 | -20.52 | 1.52 | -2.51 |
+/- Category Index | - | - | - | - | - | - | 0.65 | -3.83 |
% Rank in Category | 2 | 78 | 1 | 11 | 10 | 96 | 42 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.55 | -0.02 | -0.30 |
1 Week | 0.89 | 0.02 | -0.27 |
1 Month | -0.29 | -2.17 | -2.65 |
3 Months | 2.25 | -3.66 | -5.37 |
6 Months | 16.46 | 1.55 | 3.28 |
YTD | 1.75 | -2.77 | -4.12 |
1 Year | 4.38 | -2.73 | -2.45 |
3 Years Annualised | -1.53 | -6.84 | -9.06 |
5 Years Annualised | 2.69 | -1.52 | -2.30 |
10 Years Annualised | 5.84 | 1.01 | 0.35 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.00 | - | - | - |
2023 | 3.06 | -1.95 | -0.18 | 7.35 |
2022 | -12.37 | -15.02 | -10.48 | 14.06 |
2021 | 3.16 | 10.50 | 5.99 | 3.35 |
2020 | -26.76 | 12.28 | 1.29 | 13.06 |
2019 | 10.54 | 3.97 | 2.76 | 15.86 |
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