Quilter Investors Ethical Equity Fund R (GBP) AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 12.78 | -14.76 | 28.09 | 12.72 | 28.60 | -12.61 | 21.81 | 4.41 |
+/- Category | -1.41 | -4.24 | 11.01 | -1.58 | 13.57 | -2.80 | 12.34 | 0.40 |
+/- Category Index | -0.25 | -10.53 | 6.75 | 0.22 | 9.60 | -4.56 | 7.17 | -1.59 |
% Rank in Category | 59 | 78 | 7 | 48 | 5 | 56 | 6 | 47 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 2.55 | 2.11 | 1.97 |
1 Week | 2.18 | 1.44 | 1.00 |
1 Month | 2.22 | 2.64 | 1.90 |
3 Months | 5.58 | 1.69 | 0.33 |
6 Months | 17.35 | 3.22 | 1.68 |
YTD | 6.68 | 2.17 | -1.55 |
1 Year | 24.76 | 11.20 | 4.15 |
3 Years Annualised | 10.00 | 7.65 | 2.12 |
5 Years Annualised | 12.51 | 5.40 | 1.93 |
10 Years Annualised | 11.21 | 3.19 | -0.33 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Gbl All Cap TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.82 | - | - | - |
2023 | 6.58 | 4.33 | -0.88 | 10.52 |
2022 | -6.66 | -12.16 | 2.64 | 3.83 |
2021 | 4.54 | 8.68 | 5.31 | 7.48 |
2020 | -17.54 | 16.76 | 7.06 | 9.36 |
2019 | 11.42 | 7.23 | 3.76 | 3.32 |
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