Overstone UCITS Smaller Companies Fund I USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2022 | 2023 | 30/04 | ||||||
Price Return | -5.82 | 22.82 | -5.30 | |||||
+/- Category | 6.11 | 13.75 | -6.85 | |||||
+/- Category Index | 1.46 | 13.09 | -8.55 | |||||
% Rank in Category | 22 | 3 | 96 |
Trailing Returns (GBP) | 23/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | 0.03 | -0.56 |
1 Week | -1.45 | -0.50 | -0.10 |
1 Month | -1.35 | -2.89 | -1.80 |
3 Months | -1.28 | -3.90 | -4.42 |
6 Months | 2.42 | -9.40 | -9.98 |
YTD | -4.99 | -8.49 | -9.93 |
1 Year | 4.63 | -5.96 | -11.29 |
3 Years Annualised | 0.82 | 0.19 | -4.21 |
5 Years Annualised | 7.64 | 1.07 | -0.78 |
10 Years Annualised | 7.79 | -0.51 | -2.15 |
Category: Global Small/Mid-Cap Equity | |||
Category Index: Morningstar Gbl SMID NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -3.39 | - | - | - |
2023 | 9.30 | 0.59 | 9.94 | 1.60 |
2022 | -4.19 | -8.80 | -13.85 | 25.11 |
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