MI Chelverton UK Equity Income Fund A Accumulation sharesRegister 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 | 23.34 | -14.88 | 23.70 | -15.12 | 21.77 | -12.82 | 1.62 | -0.65 |
+/- Category | 12.61 | -4.32 | 4.76 | -2.56 | 3.96 | -9.38 | -5.14 | - |
+/- Category Index | - | - | - | - | - | - | -6.00 | - |
% Rank in Category | 3 | 87 | 22 | 78 | 22 | 91 | 94 | 96 |
Trailing Returns (GBP) | 05/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.41 | 0.45 | -0.17 |
1 Week | 0.03 | 2.01 | 1.34 |
1 Month | 3.29 | 6.12 | 6.00 |
3 Months | 1.49 | -3.51 | -4.83 |
6 Months | 11.13 | 4.60 | 2.77 |
YTD | -0.62 | -5.91 | -7.62 |
1 Year | 3.00 | -6.57 | -8.03 |
3 Years Annualised | -0.79 | -5.21 | -7.72 |
5 Years Annualised | 0.49 | -4.25 | -4.75 |
10 Years Annualised | 2.76 | -2.08 | -2.83 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.65 | - | - | - |
2023 | -1.03 | -3.13 | -1.03 | 7.11 |
2022 | -6.40 | -9.56 | -9.85 | 14.23 |
2021 | 9.36 | 7.31 | 4.06 | -0.29 |
2020 | -38.67 | 13.18 | -0.30 | 22.65 |
2019 | 8.07 | 0.28 | 1.75 | 12.20 |
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