MI Chelverton UK Equity Income Fund B Accumulation sharesRegister 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 | 24.27 | -14.20 | 24.59 | -14.45 | 22.68 | -12.16 | 2.38 | 4.32 |
+/- Category | 13.53 | -3.64 | 5.64 | -1.89 | 4.87 | -8.72 | -4.38 | -0.51 |
+/- Category Index | - | - | - | - | - | - | -5.24 | -1.82 |
% Rank in Category | 2 | 84 | 18 | 73 | 18 | 87 | 91 | 62 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | -0.32 | 0.00 |
1 Week | 1.89 | 0.45 | 0.90 |
1 Month | 5.34 | 1.93 | 1.58 |
3 Months | 7.60 | 0.43 | -1.29 |
6 Months | 15.72 | 2.70 | 2.85 |
YTD | 4.61 | -0.83 | -2.43 |
1 Year | 6.30 | -1.93 | -2.75 |
3 Years Annualised | 0.13 | -5.51 | -7.79 |
5 Years Annualised | 1.69 | -2.77 | -3.54 |
10 Years Annualised | 4.62 | -0.23 | -0.96 |
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 | -0.47 | - | - | - |
2023 | -0.85 | -2.95 | -0.85 | 7.31 |
2022 | -6.22 | -9.40 | -9.68 | 14.45 |
2021 | 9.57 | 7.51 | 4.25 | -0.10 |
2020 | -38.56 | 13.40 | -0.11 | 22.93 |
2019 | 8.26 | 0.46 | 1.94 | 12.37 |
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