Montanaro UK Income Fund GBP ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/01/2025 |
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Annual Returns (GBP) | 31/01/2025 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 31/01 | |
Price Return | -14.13 | 36.31 | -6.25 | 24.18 | -24.25 | 7.77 | 2.03 | 1.18 |
+/- Category | -3.57 | 17.36 | 6.31 | 6.37 | -20.81 | 1.02 | -6.06 | -2.61 |
+/- Category Index | - | - | - | - | - | 0.15 | -7.80 | -4.53 |
% Rank in Category | 83 | 1 | 12 | 13 | 97 | 48 | 95 | 86 |
Trailing Returns (GBP) | 06/02/2025 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.56 | 0.39 | -0.64 |
1 Week | -0.09 | -0.21 | -1.03 |
1 Month | 0.95 | -1.26 | -4.55 |
3 Months | -1.51 | -4.37 | -8.77 |
6 Months | -3.75 | -9.06 | -13.81 |
YTD | 0.42 | -2.28 | -5.91 |
1 Year | 3.66 | -9.35 | -14.26 |
3 Years Annualised | -2.38 | -7.67 | -10.56 |
5 Years Annualised | -0.86 | -5.07 | -6.88 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/01/2025 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.90 | 4.80 | 1.62 | -5.99 |
2023 | 2.87 | -1.98 | -0.31 | 7.22 |
2022 | -12.48 | -15.11 | -10.57 | 14.00 |
2021 | 2.99 | 10.33 | 5.90 | 3.20 |
2020 | -26.81 | 12.06 | 1.13 | 13.02 |
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