MI Charles Stanley Monthly High Income Fund 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 | 5.24 | -4.22 | 11.45 | 0.01 | 4.17 | -9.41 | 7.32 | 1.35 |
+/- Category | 0.38 | -0.34 | 2.37 | -3.82 | 0.72 | 0.87 | 1.04 | 0.65 |
+/- Category Index | - | - | - | -5.16 | 0.48 | 1.66 | -0.41 | 0.86 |
% Rank in Category | 37 | 58 | 18 | 89 | 45 | 34 | 28 | 26 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | -0.05 | 0.33 |
1 Week | 0.87 | 0.19 | 0.32 |
1 Month | 3.16 | 0.93 | 0.53 |
3 Months | 4.66 | 1.69 | 1.64 |
6 Months | 7.96 | 1.35 | 1.12 |
YTD | 3.59 | 1.09 | 0.82 |
1 Year | 8.96 | 2.23 | 1.04 |
3 Years Annualised | 0.81 | 0.50 | 0.08 |
5 Years Annualised | 2.10 | 0.25 | -0.20 |
10 Years Annualised | 2.40 | -0.33 | -1.29 |
Category: GBP Allocation 20-40% Equity | |||
Category Index: Morningstar UK Mod Caut Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.50 | - | - | - |
2023 | 0.44 | -2.18 | 2.22 | 6.86 |
2022 | -1.97 | -5.93 | -7.11 | 5.77 |
2021 | 0.62 | 2.52 | 0.01 | 0.97 |
2020 | -10.67 | 6.86 | -0.11 | 4.89 |
2019 | 4.40 | 2.41 | 1.48 | 2.71 |
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