SVS Kennox Strategic Value Fund Class A Accumulation SharesRegister 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 | 2.62 | -2.00 | 5.07 | -10.86 | 10.53 | 12.86 | 8.20 | 2.12 |
+/- Category | -11.57 | 8.52 | -12.01 | -25.16 | -4.50 | 22.67 | -1.28 | -3.76 |
+/- Category Index | -10.41 | 2.24 | -16.27 | -23.35 | -8.47 | 20.91 | -6.44 | -6.60 |
% Rank in Category | 97 | 12 | 94 | 98 | 73 | 6 | 59 | 87 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.79 | -0.82 | 0.13 |
1 Week | 0.70 | 0.26 | 1.58 |
1 Month | 2.73 | 4.65 | 5.24 |
3 Months | 6.99 | 2.96 | 1.41 |
6 Months | 8.97 | -7.60 | -6.99 |
YTD | 4.90 | 1.08 | -1.09 |
1 Year | 10.12 | -1.81 | -7.21 |
3 Years Annualised | 9.50 | 7.31 | 2.40 |
5 Years Annualised | 4.99 | -2.20 | -4.92 |
10 Years Annualised | 5.35 | -3.16 | -5.87 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Gbl All Cap TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.12 | - | - | - |
2023 | 1.27 | -2.86 | 5.88 | 3.88 |
2022 | 11.56 | -2.20 | -2.12 | 5.67 |
2021 | 5.86 | 2.13 | 2.29 | -0.07 |
2020 | -17.69 | 8.63 | -5.40 | 5.39 |
2019 | 3.38 | 0.34 | 1.70 | -0.40 |
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