Herald Worldwide Technology Fund Class BRegister 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 | 30.70 | 5.75 | 35.77 | 35.90 | 23.70 | -20.41 | 36.56 | 10.77 |
+/- Category | 5.40 | 9.10 | 5.66 | -7.81 | 8.74 | 7.77 | 5.12 | 6.30 |
+/- Category Index | - | - | - | - | -8.55 | 3.63 | -8.90 | 3.25 |
% Rank in Category | 23 | 13 | 27 | 64 | 27 | 17 | 41 | 15 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.43 | -0.03 | 0.28 |
1 Week | 1.42 | 0.19 | 0.18 |
1 Month | 4.54 | 0.62 | 0.46 |
3 Months | 6.27 | 3.49 | 1.68 |
6 Months | 23.16 | 7.47 | 5.80 |
YTD | 17.81 | 9.43 | 4.30 |
1 Year | 42.98 | 13.35 | 5.22 |
3 Years Annualised | 18.11 | 10.70 | -0.53 |
5 Years Annualised | 19.33 | 3.29 | -3.16 |
10 Years Annualised | 20.53 | 2.60 | -1.51 |
Category: Sector Equity Technology | |||
Category Index: Morningstar Gbl Tech TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 15.78 | - | - | - |
2023 | 12.88 | 10.33 | 0.07 | 9.58 |
2022 | -6.01 | -12.22 | 1.63 | -5.08 |
2021 | -2.96 | 9.51 | 2.52 | 13.55 |
2020 | -6.72 | 24.84 | 5.14 | 10.99 |
2019 | 16.53 | 4.10 | 3.94 | 7.68 |
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