Dimensional Funds plc Global Sustainability Core Equity Fund GBP DistributingRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 11.46 | -4.77 | 24.02 | 13.02 | 23.22 | -8.70 | 15.52 | 9.35 |
+/- Category | -1.11 | 1.95 | 4.99 | 2.44 | 5.17 | 0.64 | 2.76 | 1.30 |
+/- Category Index | -1.66 | -1.26 | 2.47 | 0.77 | 3.56 | -0.99 | 0.28 | 0.23 |
% Rank in Category | 65 | 35 | 11 | 31 | 21 | 46 | 33 | 33 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.92 | 0.37 | -0.21 |
1 Week | 1.14 | -0.02 | -1.19 |
1 Month | -1.86 | -0.40 | -1.33 |
3 Months | 4.86 | -0.18 | -1.63 |
6 Months | 19.06 | 3.30 | 0.61 |
YTD | 6.18 | 0.05 | -1.61 |
1 Year | 20.12 | 4.37 | -0.57 |
3 Years Annualised | 7.74 | 1.60 | -0.50 |
5 Years Annualised | 10.87 | 2.27 | 0.39 |
10 Years Annualised | 11.77 | 2.19 | 0.09 |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Gbl TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.35 | - | - | - |
2023 | 4.63 | 2.55 | 0.16 | 7.50 |
2022 | -4.24 | -8.54 | 1.75 | 2.45 |
2021 | 5.73 | 6.75 | 2.03 | 7.00 |
2020 | -18.70 | 21.55 | 3.81 | 10.18 |
2019 | 10.31 | 6.74 | 3.80 | 1.47 |
|
Advertisement |