WS Lindsell Train UK Equity Fund IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 20.66 | -1.09 | 22.81 | -2.47 | 12.72 | -6.07 | 4.64 | 1.25 |
+/- Category | 9.03 | 8.73 | 3.47 | 6.63 | -5.25 | -4.00 | -3.56 | -2.04 |
+/- Category Index | - | - | - | - | - | - | -2.98 | -2.18 |
% Rank in Category | 22 | 2 | 60 | 37 | 91 | 78 | 96 | 95 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.34 | 0.29 | 0.00 |
1 Week | -1.07 | 0.51 | 0.23 |
1 Month | -2.58 | -3.40 | -4.29 |
3 Months | -0.47 | -6.04 | -6.42 |
6 Months | 1.63 | -3.94 | -3.04 |
YTD | -3.43 | -5.05 | -5.55 |
1 Year | -5.45 | -8.50 | -8.77 |
3 Years Annualised | 0.53 | -4.16 | -5.58 |
5 Years Annualised | 2.32 | -1.59 | -1.74 |
10 Years Annualised | 7.59 | 2.41 | 2.22 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.25 | - | - | - |
2023 | 5.69 | -0.45 | -3.17 | 2.71 |
2022 | -6.99 | -8.07 | 3.47 | 6.17 |
2021 | -0.52 | 8.32 | 0.37 | 4.22 |
2020 | -15.87 | 10.09 | 1.84 | 3.39 |
2019 | 9.68 | 9.96 | 3.97 | -2.06 |
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