Quilter Investors Japanese Equity Fund U2 (GBP) Accumulation

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Growth Of 1000 (GBP) 30/09/2024
Fund:  Quilter Investors Japanese Equity Fund U2 (GBP) Accumulation
Category:  Japan Large-Cap Equity
Category Index:  Morningstar Japan TME NR JPY
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2024
 201720182019202020212022202330/09
Price Return13.96-10.0613.384.411.666.6213.079.31
+/- Category-2.100.31-1.34-7.44-0.6413.871.002.69
+/- Category Index0.82-2.79-0.97-5.94-0.6312.51-0.292.33
% Rank in Category555271826334119
Trailing Returns (GBP)31/10/2024
   Total Returns   +/- Category   +/- Category Index
1 Day-0.72   -1.73-1.93
1 Week1.31   -0.82-1.43
1 Month-1.35   0.56-1.49
3 Months-3.17   -2.251.03
6 Months-1.83   -1.36-1.16
YTD7.83   2.400.71
1 Year15.10   1.69-0.17
3 Years Annualised8.98   6.494.32
5 Years Annualised7.02   2.261.77
10 Years Annualised9.00   0.850.65
 
Quarterly Returns (GBP)30/09/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
202413.57-4.620.91-
20232.556.602.371.04
20220.64-2.501.666.89
20210.901.007.20-6.95
2020-13.7510.281.498.15
20192.023.446.201.17
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 2030 Sep 2130 Sep 2230 Sep 2330 Sep 24
-2.3418.15-7.1819.6210.44
 
 
 
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* This share class has performance data calculated prior to the inception date, 2014-02-17. This is based upon a simulated/extended track record, using the track record of Quilter Investors Jpn Eq A (GBP) Acc (ISIN: GB00B8HVPC86), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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