Algebris UCITS Funds plc - Algebris Financial Income Fund M GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 18.78 | -15.86 | 26.23 | 3.94 | 20.78 | -0.98 | 17.08 | 7.97 |
+/- Category | 11.33 | -10.38 | 13.82 | -0.14 | 12.71 | 9.48 | 9.55 | 6.08 |
+/- Category Index | - | - | - | -1.35 | 12.78 | 8.28 | 7.81 | 5.79 |
% Rank in Category | 1 | 100 | 1 | 52 | 1 | 1 | 1 | 1 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.56 | 0.93 | 0.04 |
1 Week | 0.86 | 1.08 | 0.20 |
1 Month | 0.51 | 1.58 | 0.90 |
3 Months | 7.91 | 5.99 | 5.42 |
6 Months | 20.84 | 11.64 | 12.25 |
YTD | 8.57 | 7.03 | 5.87 |
1 Year | 25.94 | 19.74 | 17.43 |
3 Years Annualised | 10.17 | 9.47 | 7.87 |
5 Years Annualised | 11.73 | 9.07 | 7.63 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.02 | - | - | - |
2023 | 0.07 | 3.77 | 3.83 | 8.59 |
2022 | -0.35 | -8.17 | -3.03 | 11.60 |
2021 | 11.31 | 3.13 | 3.40 | 1.76 |
2020 | -25.20 | 15.97 | 0.44 | 19.30 |
2019 | 8.32 | 4.71 | 2.97 | 8.08 |
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