Montanaro UK Income Fund GBP ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 23.98 | -14.13 | 36.31 | -6.25 | 24.18 | -24.25 | 7.77 | 8.52 |
+/- Category | 13.25 | -3.57 | 17.36 | 6.31 | 6.37 | -20.81 | 1.02 | -1.16 |
+/- Category Index | - | - | - | - | - | - | 0.15 | -1.41 |
% Rank in Category | 3 | 83 | 1 | 12 | 13 | 97 | 48 | 73 |
Trailing Returns (GBP) | 25/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.09 | 0.49 | 0.17 |
1 Week | -1.58 | 0.01 | -0.19 |
1 Month | -0.74 | 0.21 | -0.60 |
3 Months | -2.46 | -3.93 | -4.17 |
6 Months | 6.62 | 1.19 | 2.02 |
YTD | 6.50 | -2.66 | -3.51 |
1 Year | 25.76 | 5.77 | 8.89 |
3 Years Annualised | -3.98 | -9.51 | -11.16 |
5 Years Annualised | 2.67 | -2.39 | -2.85 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.90 | 4.80 | 1.62 | - |
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 |
2019 | 10.53 | 3.83 | 2.70 | 15.64 |
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