Macquarie Valueinvest LUX Global BRegister 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 | 7.08 | 2.39 | 11.84 | 4.60 | 8.94 | -0.16 | 5.96 | 2.52 |
+/- Category | -5.49 | 9.11 | -7.19 | -5.99 | -9.11 | 9.18 | -6.80 | -2.98 |
+/- Category Index | -6.04 | 5.90 | -9.71 | -7.65 | -10.73 | 7.55 | -9.29 | -3.99 |
% Rank in Category | 93 | 3 | 93 | 82 | 93 | 6 | 90 | 87 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.38 | 0.59 | 0.49 |
1 Week | 1.39 | 1.02 | 1.20 |
1 Month | 6.79 | 2.98 | 2.55 |
3 Months | 4.84 | -0.05 | -0.69 |
6 Months | 9.66 | -3.83 | -4.75 |
YTD | 6.51 | -2.91 | -3.96 |
1 Year | 1.76 | -16.87 | -19.96 |
3 Years Annualised | 5.15 | -2.76 | -4.87 |
5 Years Annualised | 6.17 | -3.28 | -5.19 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Blend Equity | |||
Category Index: Morningstar Global TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.17 | - | - | - |
2023 | 7.50 | 0.85 | -5.90 | 3.86 |
2022 | -4.28 | -0.70 | -2.38 | 7.60 |
2021 | 0.92 | 6.88 | -1.88 | 2.93 |
2020 | -8.47 | 10.58 | 0.86 | 2.48 |
2019 | 4.91 | 4.26 | 4.97 | -2.58 |
|
Advertisement |