WS Blue Whale Growth Fund R Sterling AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | ||
Price Return | 8.39 | 27.32 | 26.04 | 20.54 | -27.78 | 30.35 | 18.21 | |
+/- Category | 13.13 | 3.09 | 2.34 | 5.97 | -9.70 | 14.32 | 8.96 | |
+/- Category Index | - | - | - | 2.47 | -8.81 | 8.04 | 8.20 | |
% Rank in Category | 1 | 26 | 32 | 24 | 90 | 5 | 3 |
Trailing Returns (GBP) | 24/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.08 | 0.88 | 0.43 |
1 Week | -1.83 | -1.30 | -1.74 |
1 Month | -4.69 | -1.24 | -2.10 |
3 Months | 11.60 | 6.31 | 5.90 |
6 Months | 31.87 | 14.96 | 13.63 |
YTD | 14.16 | 8.77 | 6.44 |
1 Year | 36.86 | 22.17 | 15.69 |
3 Years Annualised | 7.48 | 4.76 | 1.49 |
5 Years Annualised | 11.82 | 2.75 | 0.59 |
10 Years Annualised | - | - | - |
Category: Global Large-Cap Growth Equity | |||
Category Index: Morningstar Gbl Growth TME NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 18.21 | - | - | - |
2023 | 8.22 | 6.12 | 1.61 | 11.71 |
2022 | -12.79 | -20.22 | 2.01 | 1.75 |
2021 | -3.01 | 14.03 | 3.76 | 5.04 |
2020 | -8.02 | 24.79 | 7.00 | 2.62 |
2019 | 12.81 | 10.65 | 0.57 | 1.42 |
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