Redwheel UK Value Fund - R GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Effective 06/01/2021, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Annual Returns (GBP) | 29/02/2024 | |||||||
2022 | 2023 | 29/02 | ||||||
Price Return | -2.13 | 10.02 | -1.15 | |||||
+/- Category | -0.06 | 1.81 | -0.25 | |||||
+/- Category Index | - | 2.39 | 0.20 | |||||
% Rank in Category | 62 | 20 | 66 |
Trailing Returns (GBP) | 26/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.69 | 0.60 | 0.54 |
1 Week | 3.17 | 0.83 | 0.59 |
1 Month | 6.82 | 3.60 | 2.97 |
3 Months | 4.91 | 2.16 | 1.71 |
6 Months | 4.97 | -1.71 | -1.49 |
YTD | 4.96 | 2.19 | 1.81 |
1 Year | 13.86 | 3.99 | 3.63 |
3 Years Annualised | 6.37 | -0.52 | -1.66 |
5 Years Annualised | - | - | - |
10 Years Annualised* | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 4.95 | -2.68 | 6.59 | 1.05 |
2022 | -0.11 | -4.80 | -6.89 | 10.53 |
2021 | - | 2.92 | -0.47 | 4.51 |
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