S&W Aubrey Global Conviction Institutional GBP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 37.63 | -6.38 | 29.66 | 49.90 | 4.36 | -38.00 | 10.03 | 15.61 |
+/- Category | 23.44 | 4.14 | 12.58 | 35.60 | -10.67 | -28.19 | 0.55 | 9.96 |
+/- Category Index | 24.60 | -2.14 | 8.31 | 37.40 | -14.64 | -29.95 | -4.61 | 7.20 |
% Rank in Category | 2 | 63 | 4 | 3 | 92 | 100 | 45 | 3 |
Trailing Returns (GBP) | 06/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.79 | -0.78 | -0.88 |
1 Week | 0.33 | -0.31 | -0.64 |
1 Month | -1.13 | -1.32 | -1.77 |
3 Months | -0.12 | -2.70 | -3.62 |
6 Months | 21.41 | 10.28 | 8.28 |
YTD | 16.32 | 10.25 | 6.86 |
1 Year | 26.70 | 14.85 | 8.45 |
3 Years Annualised | -4.48 | -7.66 | -12.73 |
5 Years Annualised | 5.62 | -2.15 | -5.09 |
10 Years Annualised | 10.64 | 2.28 | -0.51 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.74 | - | - | - |
2023 | 8.11 | -6.42 | -1.78 | 10.72 |
2022 | -20.65 | -20.88 | -2.45 | 1.24 |
2021 | -5.48 | 9.71 | 3.01 | -2.30 |
2020 | -4.01 | 37.95 | 10.11 | 2.81 |
2019 | 19.08 | 9.89 | -1.18 | 0.26 |
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