WS Lancaster Global Equity Fund R IncomeRegister 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 | 6.08 | -3.59 | 14.05 | -6.38 | 22.34 | 7.70 | -1.70 | 6.27 |
+/- Category | -6.63 | 3.61 | -4.00 | -13.28 | 8.77 | 17.49 | -11.13 | 1.55 |
+/- Category Index | - | - | - | -12.37 | 6.02 | 13.54 | -14.12 | 0.84 |
% Rank in Category | 69 | 15 | 32 | 98 | 1 | 1 | 100 | 15 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.94 | -1.13 | -1.37 |
1 Week | 1.14 | 0.32 | 0.14 |
1 Month | 6.63 | 4.37 | 2.99 |
3 Months | 8.14 | 2.30 | 1.54 |
6 Months | 14.02 | 1.68 | 0.26 |
YTD | 8.58 | 1.35 | -0.70 |
1 Year | 12.13 | -1.81 | -5.77 |
3 Years Annualised | 6.21 | 1.31 | -2.02 |
5 Years Annualised | 7.47 | 0.68 | -1.58 |
10 Years Annualised | 5.87 | -1.06 | -3.24 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.00 | - | - | - |
2023 | -0.74 | -10.29 | 6.02 | 4.12 |
2022 | 6.43 | -3.36 | 6.72 | -1.88 |
2021 | 13.21 | 4.30 | 2.92 | 0.68 |
2020 | -19.78 | 9.62 | -4.17 | 11.10 |
2019 | 2.98 | 6.80 | -4.46 | 8.54 |
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