Heriot Global Fund A AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 15.91 | -0.71 | 26.65 | 16.69 | 23.51 | -12.89 | 13.19 | 4.99 |
+/- Category | -1.11 | 4.04 | 2.42 | -7.01 | 8.94 | 5.19 | -2.83 | -1.50 |
+/- Category Index | - | - | - | - | 5.44 | 6.08 | -9.12 | -2.02 |
% Rank in Category | 54 | 22 | 33 | 68 | 12 | 25 | 62 | 67 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.23 | -0.18 | -0.78 |
1 Week | 0.22 | 0.35 | -0.39 |
1 Month | -2.37 | -0.39 | -2.27 |
3 Months | 2.26 | -1.51 | -2.52 |
6 Months | 13.92 | -1.24 | -3.29 |
YTD | 4.20 | -1.59 | -4.98 |
1 Year | 12.77 | -3.82 | -11.70 |
3 Years Annualised | 6.29 | 3.44 | -0.69 |
5 Years Annualised | 10.77 | 1.57 | -0.96 |
10 Years Annualised | 11.34 | 0.46 | -1.60 |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.89 | - | - | - |
2023 | 3.64 | 2.06 | -3.39 | 10.77 |
2022 | -7.48 | -10.72 | 2.94 | 2.45 |
2021 | 1.38 | 9.31 | 2.87 | 8.34 |
2020 | -9.47 | 16.74 | 4.75 | 5.40 |
2019 | 6.80 | 9.78 | 5.13 | 2.75 |
|
Advertisement |