Halifax Fund of Investment Trusts FRegister 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 | 19.11 | -9.85 | 23.50 | 9.05 | 12.71 | -15.05 | 9.57 | 4.64 |
+/- Category | 4.92 | 0.67 | 6.43 | -5.25 | -2.32 | -5.24 | 0.10 | 0.63 |
+/- Category Index | 6.08 | -5.61 | 2.16 | -3.44 | -6.28 | -7.00 | -5.07 | -1.36 |
% Rank in Category | 21 | 51 | 18 | 62 | 61 | 65 | 49 | 44 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.70 | 0.27 | 0.12 |
1 Week | 0.73 | 0.00 | -0.44 |
1 Month | 1.60 | 2.02 | 1.27 |
3 Months | 4.87 | 0.98 | -0.38 |
6 Months | 14.13 | -0.01 | -1.55 |
YTD | 4.76 | 0.25 | -3.47 |
1 Year | 12.59 | -0.98 | -8.03 |
3 Years Annualised | 0.99 | -1.35 | -6.89 |
5 Years Annualised | 5.45 | -1.67 | -5.14 |
10 Years Annualised | 7.63 | -0.38 | -3.90 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Gbl All Cap TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.93 | - | - | - |
2023 | 0.70 | 0.70 | 1.07 | 6.91 |
2022 | -7.88 | -11.61 | -0.27 | 4.61 |
2021 | 1.93 | 5.62 | 1.41 | 3.23 |
2020 | -24.42 | 19.75 | 2.82 | 17.20 |
2019 | 8.81 | 4.31 | 1.99 | 6.68 |
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