Heriot Global Fund B IncRegister 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 | 16.21 | -0.46 | 26.98 | 16.98 | 23.81 | -12.68 | 13.48 | 7.95 |
+/- Category | -0.80 | 4.29 | 2.75 | -6.72 | 9.25 | 5.40 | -2.54 | -1.30 |
+/- Category Index | - | - | - | - | 5.75 | 6.30 | -8.83 | -2.05 |
% Rank in Category | 52 | 20 | 30 | 66 | 11 | 24 | 60 | 63 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | 0.50 | 1.03 |
1 Week | 0.49 | 0.47 | 1.15 |
1 Month | -2.66 | 0.09 | 0.07 |
3 Months | 2.58 | -1.61 | -2.85 |
6 Months | 18.88 | 0.81 | 1.32 |
YTD | 5.08 | -0.67 | -1.93 |
1 Year | 13.82 | -2.75 | -7.41 |
3 Years Annualised | 6.83 | 4.13 | 0.85 |
5 Years Annualised | 11.11 | 2.13 | -0.05 |
10 Years Annualised | 11.70 | 0.78 | -1.06 |
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 | 7.95 | - | - | - |
2023 | 3.71 | 2.13 | -3.33 | 10.83 |
2022 | -7.43 | -10.66 | 3.01 | 2.51 |
2021 | 1.44 | 9.38 | 2.94 | 8.40 |
2020 | -9.41 | 16.80 | 4.82 | 5.47 |
2019 | 6.87 | 9.87 | 5.19 | 2.81 |
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