Rathbone UK Opportunities Fund Institutional IncRegister 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 | 17.51 | -19.43 | 25.13 | 6.82 | 21.42 | -29.43 | 9.65 | 0.90 |
+/- Category | -2.03 | -4.49 | -5.70 | 9.75 | 6.62 | -7.27 | 3.75 | -0.78 |
+/- Category Index | - | - | - | - | - | - | -6.92 | -2.14 |
% Rank in Category | 34 | 96 | 41 | 7 | 17 | 85 | 15 | 73 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.09 | -1.10 | -0.28 |
1 Week | 0.63 | -0.85 | 0.25 |
1 Month | -1.14 | -1.56 | 0.54 |
3 Months | 1.65 | -2.30 | -1.20 |
6 Months | 15.65 | -1.37 | -2.26 |
YTD | -1.81 | -3.20 | -1.90 |
1 Year | 1.63 | -2.26 | -5.38 |
3 Years Annualised | -5.54 | -1.48 | -4.32 |
5 Years Annualised | 1.39 | -0.01 | -1.07 |
10 Years Annualised | 3.12 | -1.28 | -1.85 |
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 | 9.40 |
2022 | -15.86 | -17.02 | -10.78 | 13.28 |
2021 | 2.53 | 7.99 | 6.18 | 3.28 |
2020 | -24.95 | 15.07 | 5.99 | 16.70 |
2019 | 7.85 | 5.30 | -2.77 | 13.32 |
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