Montanaro UK Income Fund GBP ClassRegister 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 | 23.98 | -14.13 | 36.31 | -6.25 | 24.18 | -24.25 | 7.77 | 8.47 |
+/- Category | 13.25 | -3.57 | 17.36 | 6.31 | 6.37 | -20.81 | 1.02 | 0.44 |
+/- Category Index | - | - | - | - | - | - | 0.15 | -0.31 |
% Rank in Category | 3 | 83 | 1 | 12 | 13 | 97 | 48 | 48 |
Trailing Returns (GBP) | 12/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.14 | 1.59 | 0.25 |
1 Week | -0.95 | 0.03 | -0.67 |
1 Month | 0.96 | 2.94 | 2.76 |
3 Months | 6.51 | -0.66 | -0.80 |
6 Months | 13.19 | 2.76 | 1.90 |
YTD | 7.45 | 0.98 | -0.62 |
1 Year | 9.39 | -2.04 | -3.11 |
3 Years Annualised | -1.47 | -6.41 | -8.83 |
5 Years Annualised | 3.84 | -0.95 | -1.54 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.90 | - | - | - |
2023 | 2.87 | -1.98 | -0.31 | 7.22 |
2022 | -12.48 | -15.11 | -10.57 | 14.00 |
2021 | 2.99 | 10.33 | 5.90 | 3.20 |
2020 | -26.81 | 12.06 | 1.13 | 13.02 |
2019 | 10.53 | 3.83 | 2.70 | 15.64 |
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