Halifax Fund of Investment Trusts R AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | ||
Price Return | -9.23 | 24.52 | 9.88 | 13.53 | -14.41 | 10.42 | 4.88 | |
+/- Category | 1.29 | 7.44 | -4.42 | -1.50 | -4.60 | 0.95 | 1.36 | |
+/- Category Index | -5.00 | 3.17 | -2.61 | -5.47 | -6.36 | -4.22 | -1.11 | |
% Rank in Category | 47 | 14 | 59 | 57 | 63 | 40 | 34 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | -0.23 | 0.36 |
1 Week | 0.74 | -0.32 | 0.13 |
1 Month | 5.22 | 1.07 | 1.33 |
3 Months | 5.76 | 0.76 | 0.25 |
6 Months | 14.11 | 0.21 | -0.81 |
YTD | 7.85 | 0.30 | -2.16 |
1 Year | 16.55 | 1.39 | -5.61 |
3 Years Annualised | 3.64 | -1.08 | -5.58 |
5 Years Annualised | 7.02 | -1.08 | -3.90 |
10 Years Annualised | - | - | - |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.09 | - | - | - |
2023 | 0.87 | 0.94 | 1.22 | 7.14 |
2022 | -7.67 | -11.49 | -0.08 | 4.81 |
2021 | 2.12 | 5.76 | 1.64 | 3.42 |
2020 | -24.30 | 19.98 | 3.00 | 17.47 |
2019 | 9.01 | 4.53 | 2.21 | 6.91 |
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