Artemis Monthly Distribution Fund I AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 8.97 | -7.77 | 12.69 | 0.79 | 14.08 | -5.61 | 7.03 | 3.76 |
+/- Category | 1.52 | -2.29 | 0.28 | -3.29 | 6.01 | 4.85 | -0.50 | 3.20 |
+/- Category Index | - | - | - | -4.50 | 6.08 | 3.65 | -2.23 | 2.51 |
% Rank in Category | 25 | 88 | 44 | 77 | 3 | 10 | 57 | 1 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.01 | 0.15 |
1 Week | 1.20 | 0.52 | 0.72 |
1 Month | 4.73 | 2.39 | 2.40 |
3 Months | 8.52 | 5.76 | 4.92 |
6 Months | 14.87 | 6.05 | 5.49 |
YTD | 8.32 | 5.61 | 4.72 |
1 Year | 17.96 | 8.59 | 8.22 |
3 Years Annualised | 6.50 | 4.54 | 3.14 |
5 Years Annualised | 6.18 | 2.78 | 1.70 |
10 Years Annualised | 6.59 | 2.59 | 1.09 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -0.82 | -0.40 | 2.52 | 5.70 |
2022 | -1.20 | -6.32 | -2.16 | 4.23 |
2021 | 4.16 | 3.26 | 1.68 | 4.30 |
2020 | -16.21 | 10.17 | 1.93 | 7.11 |
2019 | 5.42 | 3.77 | 1.92 | 1.07 |
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