Fundsmith Equity Fund I CHF 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 | 22.17 | 2.21 | 25.12 | 17.20 | 20.69 | -12.51 | 10.54 | 10.75 |
+/- Category | 5.15 | 6.95 | 0.89 | -6.50 | 6.12 | 5.57 | -5.48 | 1.50 |
+/- Category Index | - | - | - | - | 2.62 | 6.47 | -11.77 | 0.74 |
% Rank in Category | 3 | 3 | 48 | 66 | 23 | 23 | 76 | 32 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.44 | 1.03 | 1.32 |
1 Week | 1.90 | 1.53 | 1.13 |
1 Month | -0.85 | 1.87 | 1.61 |
3 Months | 8.46 | 2.64 | 2.55 |
6 Months | 15.77 | -1.65 | -1.56 |
YTD | 9.95 | 3.78 | 2.10 |
1 Year | 10.83 | -4.79 | -11.13 |
3 Years Annualised | 6.31 | 3.32 | 0.27 |
5 Years Annualised | 9.89 | 0.78 | -1.42 |
10 Years Annualised | 15.47 | 4.59 | 2.68 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 10.75 | - | - | - |
2023 | 6.94 | 0.69 | -1.83 | 4.57 |
2022 | -8.66 | -8.44 | 0.64 | 3.94 |
2021 | 1.29 | 11.14 | 1.05 | 6.09 |
2020 | -7.83 | 15.94 | 5.79 | 3.67 |
2019 | 15.47 | 6.93 | 1.38 | -0.05 |
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