Newton SRI Fund for Charities Sterling IncomeRegister 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 | 10.56 | -3.50 | 19.35 | 8.22 | 14.96 | -7.51 | 8.73 | 4.08 |
+/- Category | 0.56 | 2.87 | 3.68 | 2.98 | 3.82 | 2.57 | 0.37 | 0.66 |
+/- Category Index | - | - | - | 3.70 | 2.69 | -0.24 | -1.94 | 0.27 |
% Rank in Category | 41 | 14 | 12 | 27 | 11 | 25 | 43 | 32 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.27 | -0.25 | -0.09 |
1 Week | 0.29 | -0.24 | 0.10 |
1 Month | 5.02 | 1.18 | 1.05 |
3 Months | 6.55 | 1.52 | 1.38 |
6 Months | 10.12 | -0.27 | -0.73 |
YTD | 7.04 | 0.94 | 0.13 |
1 Year | 10.97 | -0.70 | -3.03 |
3 Years Annualised | 5.85 | 2.25 | 0.11 |
5 Years Annualised | 7.63 | 2.51 | 1.21 |
10 Years Annualised | 7.57 | 1.83 | 0.51 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.09 | - | - | - |
2023 | 3.31 | 1.21 | -0.15 | 4.14 |
2022 | -3.44 | -5.49 | -1.57 | 2.97 |
2021 | 3.13 | 3.68 | 2.51 | 4.88 |
2020 | -15.21 | 15.17 | 1.35 | 9.34 |
2019 | 6.79 | 6.44 | 2.06 | 2.88 |
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