MI Chelverton UK Equity Growth Fund B Accumulation sharesRegister 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 | 33.35 | -8.91 | 40.58 | 15.93 | 28.73 | -22.16 | -3.86 | 7.28 |
+/- Category | 7.38 | 3.07 | 15.33 | 8.64 | 5.88 | 1.87 | -3.62 | 3.05 |
+/- Category Index | - | - | - | - | - | - | -10.77 | 6.58 |
% Rank in Category | 11 | 24 | 2 | 17 | 15 | 35 | 76 | 16 |
Trailing Returns (GBP) | 08/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | -0.47 | -0.77 |
1 Week | 2.29 | 0.63 | -0.12 |
1 Month | 5.50 | 0.28 | 2.01 |
3 Months | 9.51 | 2.56 | 2.42 |
6 Months | 20.50 | 3.25 | 5.82 |
YTD | 10.13 | 3.98 | 7.02 |
1 Year | 7.37 | 0.47 | 2.02 |
3 Years Annualised | -4.56 | 0.87 | -0.55 |
5 Years Annualised | 8.21 | 4.70 | 7.16 |
10 Years Annualised | - | - | - |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.11 | - | - | - |
2023 | -3.68 | -1.68 | -4.07 | 5.83 |
2022 | -11.99 | -10.34 | -7.65 | 6.82 |
2021 | 13.03 | 9.03 | 6.63 | -2.04 |
2020 | -28.13 | 21.97 | 9.28 | 21.02 |
2019 | 9.85 | 6.79 | 3.90 | 15.34 |
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