Heriot Global Fund B AccRegister 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 | 16.21 | -0.46 | 26.97 | 16.97 | 23.81 | -12.67 | 13.47 | 5.08 |
+/- Category | -0.81 | 4.28 | 2.74 | -6.72 | 9.25 | 5.41 | -2.55 | -0.98 |
+/- Category Index | - | - | - | - | 5.75 | 6.30 | -8.84 | -1.93 |
% Rank in Category | 52 | 21 | 30 | 66 | 11 | 24 | 60 | 61 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.76 | 1.25 | 0.99 |
1 Week | 0.99 | 0.40 | -0.73 |
1 Month | 0.23 | 0.58 | -0.43 |
3 Months | 3.35 | -0.12 | -1.39 |
6 Months | 15.80 | -0.07 | -1.68 |
YTD | 6.13 | -0.75 | -3.90 |
1 Year | 16.35 | -3.12 | -8.43 |
3 Years Annualised | 7.30 | 3.65 | -0.19 |
5 Years Annualised | 11.43 | 2.23 | -0.56 |
10 Years Annualised | 11.84 | 0.81 | -1.29 |
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 | 7.96 | - | - | - |
2023 | 3.70 | 2.12 | -3.33 | 10.84 |
2022 | -7.43 | -10.66 | 3.00 | 2.52 |
2021 | 1.44 | 9.38 | 2.94 | 8.40 |
2020 | -9.41 | 16.80 | 4.82 | 5.47 |
2019 | 6.87 | 9.85 | 5.19 | 2.81 |
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