Rathbone UK Opportunities Fund Institutional Inc

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Growth Of 1000 (GBP) 31/12/2021
Fund:  Rathbone UK Opportunities Fund Institutional Inc
Category:  UK Flex-Cap Equity
Category Index:  FTSE AllSh TR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/12/2021
 201420152016201720182019202031/12
Price Return-3.7311.967.8317.51-19.4325.136.8221.42
+/- Category-3.885.05-2.491.40-7.251.3811.845.09
+/- Category Index-4.9110.98-8.934.42-9.955.9716.643.10
% Rank in Category802363349641717
Trailing Returns (GBP)19/01/2022
   Total Returns   +/- Category   +/- Category Index
1 Day1.01   1.880.76
1 Week-2.75   -1.66-2.84
1 Month-3.56   -4.67-7.12
3 Months-5.24   -4.92-9.50
6 Months2.38   0.15-8.64
YTD-7.52   -5.80-9.12
1 Year12.34   -0.05-4.01
3 Years Annualised12.51   4.135.08
5 Years Annualised6.98   1.071.43
10 Years Annualised*9.71   0.852.19
 
Quarterly Returns (GBP)31/12/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20212.537.996.183.28
2020-24.9515.075.9916.70
20197.855.30-2.7713.32
2018-6.857.93-0.69-19.30
20173.112.643.367.44
2016-2.55-5.1813.432.88
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 1731 Dec 1831 Dec 1931 Dec 2031 Dec 21
17.51-19.4325.136.8221.42
 
 
 
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* This share class has performance data calculated prior to the inception date, 2012-03-01. This is based upon a simulated/extended track record, using the track record of Rathbone UK Opportunities R Inc (ISIN: GB0005062293), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)