Quilter Investors US Equity Small/Mid-Cap Fund A (GBP) AccumulationRegister 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 | 4.62 | -8.03 | 25.88 | 3.04 | 22.34 | -3.09 | 4.74 | 3.37 |
+/- Category | -2.30 | -2.74 | 1.18 | -15.42 | 1.77 | 7.10 | -7.55 | -0.64 |
+/- Category Index | - | -4.90 | 0.49 | -11.16 | -1.97 | 2.87 | -4.36 | -1.69 |
% Rank in Category | 66 | 77 | 31 | 86 | 57 | 24 | 92 | 60 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.16 | -0.57 | -1.08 |
1 Week | -0.56 | -0.84 | -0.40 |
1 Month | -4.61 | -1.44 | -2.21 |
3 Months | 2.48 | -0.96 | -2.60 |
6 Months | 16.37 | 1.53 | -0.21 |
YTD | 2.15 | -1.23 | -3.81 |
1 Year | 9.11 | -4.07 | -9.39 |
3 Years Annualised | 3.17 | -1.79 | -3.35 |
5 Years Annualised | 7.48 | -1.41 | -3.06 |
10 Years Annualised | 11.00 | 0.15 | -1.94 |
Category: US Mid-Cap Equity | |||
Category Index: Morningstar US Mid NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.34 | - | - | - |
2023 | -1.41 | 0.99 | -1.62 | 6.93 |
2022 | -2.77 | -6.03 | 4.13 | 1.85 |
2021 | 11.47 | 1.82 | 2.95 | 4.70 |
2020 | -24.33 | 18.66 | 1.42 | 13.16 |
2019 | 10.90 | 6.47 | 5.16 | 1.37 |
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