TB Evenlode Income C Income

Growth Of 1000 (GBP) 30/09/2020
Fund:  TB Evenlode Income C Income
Category:  UK Equity Income
Category Index:  FTSE AllSh TR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2020
 2016*2017*2018201930/09
Price Return17.1715.290.4924.36-9.67
+/- Category8.414.5611.055.4213.64
+/- Category Index0.422.199.965.2010.25
% Rank in Category7151195
Trailing Returns (GBP)26/10/2020
   Total Returns   +/- Category   +/- Category Index
1 Day-1.69   -1.53-0.50
1 Week-3.46   -3.33-2.26
1 Month1.04   -1.820.61
3 Months-3.12   -1.79-0.29
6 Months4.71   -0.38-0.05
YTD-11.32   10.618.76
1 Year-6.78   10.149.54
3 Years Annualised4.34   9.748.16
5 Years Annualised*8.96   8.866.63
10 Years Annualised*-   --
 
Quarterly Returns (GBP)30/09/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
2020-18.9712.05-0.51-
20199.0810.301.741.60
2018-3.559.361.57-6.21
20176.71*2.86*0.57*4.44
20163.86*4.00*9.28*-0.73*
2015-*-*-2.25*6.51*
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 16   *30 Sep 17   *30 Sep 1830 Sep 1930 Sep 20
25.729.5711.9014.81-8.23
 
 
 
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* This share class has performance data calculated prior to the inception date, 2017-09-01. This is based upon a simulated/extended track record, using the track record of Evenlode Income C Inc (ISIN: GB00BWT6GM69), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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