Rathbone UK Opportunities Fund Institutional AccRegister 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 | 17.50 | -19.41 | 25.04 | 6.81 | 21.42 | -29.43 | 9.64 | 0.90 |
+/- Category | -2.04 | -4.47 | -5.79 | 9.74 | 6.62 | -7.28 | 3.74 | -0.78 |
+/- Category Index | - | - | - | - | - | - | -6.93 | -2.14 |
% Rank in Category | 34 | 95 | 41 | 8 | 17 | 86 | 16 | 74 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.92 | -0.77 | -1.34 |
1 Week | -3.63 | -1.92 | -1.93 |
1 Month | -1.52 | -1.32 | -1.49 |
3 Months | 1.06 | -2.36 | -2.80 |
6 Months | 10.69 | -1.54 | -3.07 |
YTD | -3.33 | -3.13 | -3.05 |
1 Year | 1.14 | -1.36 | -5.67 |
3 Years Annualised | -5.94 | -1.19 | -4.48 |
5 Years Annualised | 1.23 | 0.01 | -1.22 |
10 Years Annualised | 3.08 | -1.30 | -1.91 |
Category: UK Mid-Cap Equity | |||
Category Index: Morningstar UK SMID Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.90 | - | - | - |
2023 | 3.64 | -0.74 | -2.57 | 9.39 |
2022 | -15.86 | -17.01 | -10.78 | 13.27 |
2021 | 2.53 | 7.99 | 6.18 | 3.28 |
2020 | -24.95 | 15.06 | 5.99 | 16.70 |
2019 | 7.77 | 5.30 | -2.77 | 13.32 |
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