IFSL Marlborough Special Situations Fund Class P AccRegister 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 | 27.04 | -11.54 | 19.71 | 17.26 | 21.00 | -31.57 | -0.97 | -0.22 |
+/- Category | 1.07 | 0.43 | -5.54 | 9.97 | -1.85 | -7.54 | -0.74 | -1.45 |
+/- Category Index | - | - | - | - | - | - | -7.88 | -0.91 |
% Rank in Category | 51 | 39 | 84 | 15 | 66 | 79 | 60 | 80 |
Trailing Returns (GBP) | 22/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.78 | -0.39 | -0.36 |
1 Week | -0.34 | 0.29 | 0.14 |
1 Month | 2.73 | 1.35 | 3.16 |
3 Months | 3.98 | -0.13 | 0.63 |
6 Months | 15.21 | 0.10 | -0.26 |
YTD | 1.67 | -0.42 | 2.54 |
1 Year | 4.02 | 0.07 | 1.57 |
3 Years Annualised | -10.22 | -4.16 | -5.43 |
5 Years Annualised | 1.51 | -1.53 | 1.47 |
10 Years Annualised | 5.75 | 0.28 | 1.95 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.22 | - | - | - |
2023 | -4.04 | -2.69 | -1.45 | 7.61 |
2022 | -14.20 | -12.45 | -11.25 | 2.65 |
2021 | 7.72 | 8.00 | 5.47 | -1.38 |
2020 | -28.66 | 25.12 | 9.45 | 20.02 |
2019 | 5.25 | 3.84 | -1.01 | 10.66 |
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