Halifax Fund of Investment Trusts ARegister 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 | 20.03 | -9.85 | 24.50 | 9.87 | 13.54 | -14.39 | 10.41 | 4.88 |
+/- Category | 5.84 | 0.67 | 7.42 | -4.43 | -1.48 | -4.58 | 0.94 | 0.87 |
+/- Category Index | 7.00 | -5.61 | 3.16 | -2.63 | -5.45 | -6.34 | -4.23 | -1.11 |
% Rank in Category | 16 | 52 | 14 | 59 | 57 | 63 | 40 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.88 | -0.06 | -0.84 |
1 Week | -0.48 | 0.07 | 0.61 |
1 Month | -0.16 | 1.99 | 2.56 |
3 Months | 4.48 | 0.15 | 0.03 |
6 Months | 16.79 | 1.05 | 2.02 |
YTD | 3.95 | 0.65 | -1.99 |
1 Year | 12.52 | 1.16 | -4.38 |
3 Years Annualised | 1.41 | -1.18 | -5.68 |
5 Years Annualised | 6.00 | -1.46 | -4.06 |
10 Years Annualised | 8.27 | -0.94 | -2.94 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Gbl All Cap TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.12 | - | - | - |
2023 | 0.91 | 0.85 | 1.27 | 7.13 |
2022 | -7.69 | -11.47 | -0.09 | 4.84 |
2021 | 2.16 | 5.76 | 1.61 | 3.43 |
2020 | -24.30 | 19.97 | 3.01 | 17.44 |
2019 | 9.02 | 4.50 | 2.20 | 6.93 |
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