Omnis Income & Growth Fund Class A AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 9.75 | -21.46 | -17.19 | -10.61 | 17.80 | 1.72 | 12.77 | 3.01 |
+/- Category | -6.36 | -9.28 | -40.93 | -5.60 | 1.47 | 13.40 | 4.77 | 0.06 |
+/- Category Index | - | - | - | - | - | - | 5.15 | -0.42 |
% Rank in Category | 83 | 99 | 100 | 79 | 44 | 5 | 14 | 47 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | 0.09 | 0.23 |
1 Week | 3.54 | 1.52 | 1.05 |
1 Month | 2.10 | 1.43 | 0.44 |
3 Months | 6.51 | 0.69 | -1.09 |
6 Months | 12.74 | -1.59 | 1.32 |
YTD | 4.18 | 1.05 | -0.48 |
1 Year | 7.97 | 3.13 | 2.57 |
3 Years Annualised | 7.73 | 6.36 | 0.41 |
5 Years Annualised | 0.21 | -2.94 | -4.32 |
10 Years Annualised | - | - | - |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.01 | - | - | - |
2023 | 6.58 | -2.29 | 4.67 | 3.45 |
2022 | 2.46 | -1.87 | -7.28 | 9.11 |
2021 | 10.26 | 4.97 | 0.12 | 1.66 |
2020 | -28.62 | 12.74 | -5.65 | 17.72 |
2019 | 1.07 | -15.15 | -5.21 | 1.87 |
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