WS Blue Whale Growth Fund I Sterling IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
|
Annual Returns (GBP) | 31/05/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | ||
Price Return | 8.64 | 27.64 | 26.36 | 20.83 | -27.59 | 30.66 | 14.71 | |
+/- Category | 13.38 | 3.41 | 2.66 | 6.27 | -9.51 | 14.64 | 7.05 | |
+/- Category Index | - | - | - | 2.77 | -8.62 | 8.35 | 4.31 | |
% Rank in Category | 1 | 24 | 31 | 22 | 90 | 5 | 7 |
Trailing Returns (GBP) | 07/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.35 | -0.44 | -0.57 |
1 Week | 2.71 | 0.97 | 0.29 |
1 Month | 1.79 | 1.04 | -0.59 |
3 Months | 1.02 | -1.04 | -3.68 |
6 Months | 25.33 | 12.05 | 9.16 |
YTD | 17.82 | 9.15 | 4.74 |
1 Year | 34.28 | 18.67 | 11.09 |
3 Years Annualised | 9.02 | 4.71 | 0.53 |
5 Years Annualised | 12.29 | 2.70 | -0.08 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.29 | - | - | - |
2023 | 8.28 | 6.18 | 1.67 | 11.78 |
2022 | -12.73 | -20.17 | 2.07 | 1.82 |
2021 | -2.95 | 14.09 | 3.83 | 5.10 |
2020 | -7.96 | 24.87 | 7.07 | 2.69 |
2019 | 12.88 | 10.71 | 0.63 | 1.49 |
|
Advertisement |