S&W Aubrey Global Conviction Institutional GBP IncRegister 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 | 37.63 | -6.38 | 29.66 | 49.90 | 4.36 | -38.00 | 10.03 | 16.02 |
+/- Category | 23.44 | 4.14 | 12.58 | 35.60 | -10.67 | -28.19 | 0.55 | 12.50 |
+/- Category Index | 24.60 | -2.14 | 8.31 | 37.40 | -14.64 | -29.95 | -4.61 | 10.03 |
% Rank in Category | 2 | 63 | 4 | 3 | 92 | 100 | 45 | 1 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.07 | -1.55 | -0.96 |
1 Week | -1.05 | -2.11 | -1.66 |
1 Month | 0.63 | -3.52 | -3.26 |
3 Months | 5.07 | 0.07 | -0.44 |
6 Months | 22.29 | 8.39 | 7.37 |
YTD | 17.90 | 10.34 | 7.88 |
1 Year | 27.13 | 11.98 | 4.97 |
3 Years Annualised | -1.65 | -6.36 | -10.87 |
5 Years Annualised | 5.63 | -2.46 | -5.28 |
10 Years Annualised | 11.40 | 2.51 | -0.18 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.74 | - | - | - |
2023 | 8.11 | -6.42 | -1.78 | 10.72 |
2022 | -20.65 | -20.88 | -2.45 | 1.24 |
2021 | -5.48 | 9.71 | 3.01 | -2.30 |
2020 | -4.01 | 37.95 | 10.11 | 2.81 |
2019 | 19.08 | 9.89 | -1.18 | 0.26 |
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