Heriot Global Fund A IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 15.90 | -0.70 | 26.65 | 16.69 | 23.51 | -12.89 | 13.20 | 7.89 |
+/- Category | -1.11 | 4.04 | 2.42 | -7.01 | 8.94 | 5.18 | -2.82 | -1.36 |
+/- Category Index | - | - | - | - | 5.44 | 6.08 | -9.11 | -2.12 |
% Rank in Category | 54 | 22 | 33 | 68 | 12 | 25 | 62 | 64 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.64 | 0.91 | 0.32 |
1 Week | 0.80 | 1.14 | 0.81 |
1 Month | -2.99 | 0.42 | -0.21 |
3 Months | 2.92 | -1.48 | -1.45 |
6 Months | 17.19 | 1.43 | -0.09 |
YTD | 3.98 | -0.96 | -2.84 |
1 Year | 12.72 | -2.10 | -9.16 |
3 Years Annualised | 6.04 | 3.39 | 0.35 |
5 Years Annualised | 10.62 | 1.78 | -0.40 |
10 Years Annualised | 11.27 | 0.43 | -1.50 |
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 | 7.89 | - | - | - |
2023 | 3.64 | 2.07 | -3.39 | 10.76 |
2022 | -7.49 | -10.72 | 2.94 | 2.45 |
2021 | 1.38 | 9.32 | 2.87 | 8.34 |
2020 | -9.47 | 16.73 | 4.75 | 5.41 |
2019 | 6.80 | 9.80 | 5.12 | 2.74 |
|
Advertisement |