Halifax Fund of Investment Trusts P AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | ||
Price Return | -9.64 | 23.87 | 9.32 | 13.01 | -14.83 | 9.83 | 4.03 | |
+/- Category | 0.88 | 6.80 | -4.98 | -2.02 | -5.02 | 0.36 | -1.84 | |
+/- Category Index | -5.40 | 2.53 | -3.17 | -5.99 | -6.78 | -4.80 | -4.69 | |
% Rank in Category | 50 | 17 | 61 | 59 | 64 | 46 | 72 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.46 | 0.08 | 0.70 |
1 Week | 1.66 | 0.79 | 1.28 |
1 Month | 0.53 | 2.45 | 2.13 |
3 Months | 5.23 | 0.88 | 0.19 |
6 Months | 17.60 | 0.79 | -0.81 |
YTD | 4.58 | 0.77 | -2.39 |
1 Year | 12.83 | 0.88 | -5.58 |
3 Years Annualised | 0.82 | -1.34 | -6.56 |
5 Years Annualised | 5.60 | -1.46 | -4.33 |
10 Years Annualised | - | - | - |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Gbl All Cap TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.03 | - | - | - |
2023 | 0.75 | 0.75 | 1.18 | 6.94 |
2022 | -7.80 | -11.58 | -0.24 | 4.72 |
2021 | 2.02 | 5.67 | 1.47 | 3.30 |
2020 | -24.38 | 19.82 | 2.88 | 17.29 |
2019 | 8.90 | 4.40 | 2.07 | 6.75 |
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