Fundsmith Equity Fund I EUR 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 | 22.58 | 2.17 | 25.26 | 17.11 | 20.97 | -12.53 | 10.65 | 9.92 |
+/- Category | 5.57 | 6.92 | 1.03 | -6.59 | 6.40 | 5.55 | -5.38 | 0.67 |
+/- Category Index | - | - | - | - | 2.90 | 6.44 | -11.66 | -0.09 |
% Rank in Category | 3 | 3 | 46 | 66 | 21 | 23 | 76 | 38 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.20 | 1.00 | 0.55 |
1 Week | 1.75 | 2.28 | 1.84 |
1 Month | -0.60 | 2.85 | 1.98 |
3 Months | 8.58 | 3.29 | 2.88 |
6 Months | 16.03 | -0.87 | -2.20 |
YTD | 9.55 | 4.16 | 1.83 |
1 Year | 10.72 | -3.96 | -10.45 |
3 Years Annualised | 6.24 | 3.52 | 0.25 |
5 Years Annualised | 9.92 | 0.85 | -1.31 |
10 Years Annualised | 15.48 | 4.70 | 2.70 |
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 | 9.92 | - | - | - |
2023 | 6.15 | 1.00 | -1.49 | 4.76 |
2022 | -9.10 | -7.96 | 1.16 | 3.35 |
2021 | 1.20 | 11.12 | 0.90 | 6.61 |
2020 | -7.56 | 15.32 | 5.70 | 3.93 |
2019 | 15.43 | 7.01 | 1.33 | 0.07 |
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