Quilter Investors US Equity Small/Mid-Cap Fund A (USD) AccumulationRegister 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 | 4.97 | -7.73 | 25.28 | 3.14 | 21.85 | -2.50 | 4.65 | 3.50 |
+/- Category | -1.96 | -2.44 | 0.58 | -15.32 | 1.27 | 7.69 | -7.64 | 0.29 |
+/- Category Index | - | -4.60 | -0.11 | -11.05 | -2.47 | 3.46 | -4.45 | -1.56 |
% Rank in Category | 63 | 75 | 52 | 85 | 58 | 19 | 92 | 46 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.65 | -0.37 | -0.53 |
1 Week | -0.74 | -0.36 | -0.44 |
1 Month | 2.76 | -1.09 | -0.75 |
3 Months | 1.41 | -1.39 | -3.47 |
6 Months | 13.51 | -0.30 | -2.09 |
YTD | 4.76 | -1.28 | -3.43 |
1 Year | 14.84 | -2.58 | -6.04 |
3 Years Annualised | 5.00 | -1.46 | -3.20 |
5 Years Annualised | 7.73 | -1.70 | -3.22 |
10 Years Annualised | - | - | - |
Category: US Mid-Cap Equity | |||
Category Index: Morningstar US Mid NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.20 | - | - | - |
2023 | -1.38 | 0.34 | -0.58 | 6.37 |
2022 | -2.59 | -5.99 | 3.53 | 2.85 |
2021 | 11.35 | 2.42 | 2.23 | 4.51 |
2020 | -24.38 | 18.21 | 1.35 | 13.86 |
2019 | 11.33 | 5.49 | 5.33 | 1.28 |
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