ES River and Mercantile UK Equity Income Fund B IncRegister 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 | 12.72 | -10.81 | 14.84 | -1.78 | 13.02 | -0.67 | 6.45 | 6.04 |
+/- Category | 1.99 | -0.25 | -4.11 | 10.78 | -4.79 | 2.77 | -0.31 | 1.21 |
+/- Category Index | - | - | - | - | - | - | -1.17 | -0.10 |
% Rank in Category | 25 | 52 | 79 | 4 | 92 | 45 | 63 | 35 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.01 | 0.08 | 0.19 |
1 Week | 0.01 | -0.42 | -0.15 |
1 Month | 8.81 | 1.13 | 0.88 |
3 Months | 12.78 | 1.95 | 1.98 |
6 Months | 14.97 | 0.31 | 0.75 |
YTD | 10.20 | 1.12 | -0.01 |
1 Year | 13.30 | 0.55 | 0.24 |
3 Years Annualised | 6.23 | -0.20 | -2.39 |
5 Years Annualised | 6.74 | 1.35 | 0.89 |
10 Years Annualised | 5.76 | 0.52 | -0.11 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.43 | - | - | - |
2023 | 1.64 | -1.35 | 2.07 | 4.02 |
2022 | 1.63 | -2.69 | -6.77 | 7.73 |
2021 | 5.08 | 4.82 | 0.85 | 1.74 |
2020 | -19.75 | 13.22 | -0.39 | 8.53 |
2019 | 8.19 | 0.22 | 1.71 | 4.13 |
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