Montanaro UK Income Fund GBP ClassRegister 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 | 23.98 | -14.13 | 36.31 | -6.25 | 24.18 | -24.25 | 7.77 | 2.22 |
+/- Category | 13.25 | -3.57 | 17.36 | 6.31 | 6.37 | -20.81 | 1.02 | -2.60 |
+/- Category Index | - | - | - | - | - | - | 0.15 | -3.92 |
% Rank in Category | 3 | 83 | 1 | 12 | 13 | 97 | 48 | 84 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.64 | 1.17 | -0.01 |
1 Week | 2.43 | 1.56 | 1.11 |
1 Month | 1.29 | -0.59 | -2.02 |
3 Months | 2.84 | -3.07 | -5.56 |
6 Months | 14.93 | 0.02 | 2.84 |
YTD | 2.32 | -2.21 | -4.24 |
1 Year | 3.97 | -3.14 | -4.79 |
3 Years Annualised | -1.74 | -7.05 | -9.50 |
5 Years Annualised | 2.47 | -1.73 | -2.74 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.90 | - | - | - |
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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