Overstone UCITS Smaller Companies Fund A USDRegister 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 | 6.76 | -6.57 | 30.20 | 3.58 | 8.19 | -6.14 | 22.42 | -3.49 |
+/- Category | -8.01 | 4.07 | 11.33 | -9.76 | -8.32 | 5.79 | 13.36 | -8.15 |
+/- Category Index | -5.47 | - | 9.65 | -7.41 | -9.21 | 1.14 | 12.70 | -10.24 |
% Rank in Category | 93 | 17 | 4 | 78 | 88 | 22 | 3 | 96 |
Trailing Returns (GBP) | 17/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.13 | 0.17 | -0.33 |
1 Week | -2.94 | -0.13 | -0.16 |
1 Month | 0.74 | 2.27 | 1.18 |
3 Months | -0.65 | -4.73 | -6.00 |
6 Months | -3.26 | -12.77 | -14.78 |
YTD | -5.92 | -5.90 | -8.42 |
1 Year | 2.41 | -1.80 | -7.92 |
3 Years Annualised | 0.45 | 2.35 | -3.07 |
5 Years Annualised | 6.67 | 1.38 | -0.89 |
10 Years Annualised | 7.27 | -0.25 | -2.53 |
Category: Global Small/Mid-Cap Equity | |||
Category Index: Morningstar Gbl SMID NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -3.49 | - | - | - |
2023 | 9.24 | 0.51 | 9.85 | 1.51 |
2022 | -4.27 | -8.88 | -13.92 | 24.99 |
2021 | 11.34 | 2.47 | -0.61 | -4.58 |
2020 | -36.30 | 27.55 | 1.72 | 25.34 |
2019 | 11.16 | 5.14 | -1.56 | 13.16 |
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