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Smith & Williamson Global Gold and Resources A

Growth Of 1000 (GBP) 31/08/2019
Fund:  Smith & Williamson Global Gold and Resources A
Category:  Sector Equity Precious Metals
Category Index:  EMIX Global Mining Global Gold TR USD
Growth of 1,000 GBP
Annual Returns (GBP)31/08/2019
 201220132014201520162017201831/08
Price Return-13.48-45.38-1.99-17.8288.97-12.54-14.5240.91
+/- Category2.083.584.250.491.55-13.57-2.34-2.94
+/- Category Index2.245.355.56-1.451.61-15.73-10.78-9.99
% Rank in Category38222727321006676
Trailing Returns (GBP)16/09/2019
   Total Returns   +/- Category   +/- Category Index
1 Day-1.57   -0.35-2.89
1 Week-5.25   -0.17-2.53
1 Month-6.70   0.29-0.49
3 Months15.09   -2.99-2.63
6 Months21.15   -3.44-10.78
YTD27.03   -4.32-8.61
1 Year36.82   -9.84-27.31
3 Years Annualised-6.25   -6.14-12.33
5 Years Annualised3.58   -4.21-7.69
10 Years Annualised-0.67   0.29-0.01
 
Quarterly Returns (GBP)31/08/2019
 Quarter 1Quarter 2Quarter 3Quarter 4
20195.5711.43--
2018-13.074.94-12.647.26
20170.53-7.76-4.18-1.56
201640.4348.797.57-15.93
20150.06-3.74-17.843.85
201415.048.48-10.76-12.00
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 1530 Jun 1630 Jun 1730 Jun 1830 Jun 19
-24.3578.28-16.14-13.9610.24
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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