Aptus Global Financials Fund A Income

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Growth Of 1000 (GBP) 30/11/2021
Fund:  Aptus Global Financials Fund A Income
Category:  Sector Equity Financial Services
Category Index:  MSCI World/Financials NR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/11/2021
 201420152016201720182019202030/11
Price Return1.689.078.0528.84-18.639.123.3227.96
+/- Category-6.449.23-17.1613.04-5.30-10.037.506.95
+/- Category Index-7.906.85-26.1116.73-6.82-11.549.151.26
% Rank in Category841293176852520
Trailing Returns (GBP)06/12/2021
   Total Returns   +/- Category   +/- Category Index
1 Day-0.93   -1.47-1.95
1 Week0.95   0.020.61
1 Month-6.13   -2.66-3.20
3 Months-4.29   -6.67-8.32
6 Months0.88   -2.77-5.14
YTD28.52   7.11-0.49
1 Year31.15   10.172.48
3 Years Annualised10.90   0.17-0.98
5 Years Annualised10.00   1.881.52
10 Years Annualised-   --
 
Quarterly Returns (GBP)30/11/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
202115.008.678.02-
2020-35.5624.087.9819.67
20191.754.75-3.285.86
2018-3.732.030.23-17.34
201710.237.124.484.44
2016-9.74-7.0513.4313.54
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1730 Sep 1830 Sep 1930 Sep 2030 Sep 21
40.072.81-14.79-8.6061.55
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)