TM Oberon UK Core Fund B IncSign In to View Ratings |
Growth Of 1000 (GBP) | 31/05/2025 |
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Annual Returns (GBP) | 31/05/2025 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 31/05 | |
Price Return | -6.08 | 22.85 | -10.09 | 15.11 | 5.23 | -5.93 | 10.38 | 5.11 |
+/- Category | 6.10 | -0.90 | -5.07 | -1.22 | 16.91 | -13.92 | 2.52 | -0.74 |
+/- Category Index | - | - | - | - | - | -13.55 | 0.55 | -4.04 |
% Rank in Category | 4 | 17 | 54 | 74 | 9 | 99 | 24 | 53 |
Trailing Returns (GBP) | 19/06/2025 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | 0.04 | -0.36 |
1 Week | -1.38 | -0.47 | -1.11 |
1 Month | 2.76 | 1.41 | 0.67 |
3 Months | 2.95 | -1.81 | -0.31 |
6 Months | 9.44 | 3.57 | -0.47 |
YTD | 5.46 | -1.00 | -4.67 |
1 Year | 10.11 | 1.35 | -2.23 |
3 Years Annualised | 5.01 | -3.81 | -6.57 |
5 Years Annualised | 6.73 | -1.35 | -4.04 |
10 Years Annualised | 5.67 | 0.33 | -0.81 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/05/2025 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2025 | -0.07 | - | - | - |
2024 | -2.23 | 8.27 | 3.67 | 0.58 |
2023 | -2.04 | -2.86 | -5.10 | 4.18 |
2022 | 1.28 | -0.47 | -3.93 | 8.65 |
2021 | 8.66 | 1.98 | 0.13 | 3.75 |
2020 | -22.97 | 9.33 | -4.20 | 11.44 |
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