Montanaro UK Income Fund GBP Accumulation classRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |||
Price Return | 36.24 | -6.31 | 24.11 | -24.27 | 7.84 | 2.24 | ||
+/- Category | 17.29 | 6.25 | 6.30 | -20.83 | 1.08 | -2.58 | ||
+/- Category Index | - | - | - | - | 0.22 | -3.90 | ||
% Rank in Category | 1 | 12 | 13 | 97 | 47 | 84 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.17 | -0.73 | -0.38 |
1 Week | 1.70 | 0.02 | 0.48 |
1 Month | 7.93 | 1.76 | 1.65 |
3 Months | 9.01 | -2.86 | -3.31 |
6 Months | 17.91 | 3.97 | 3.33 |
YTD | 7.54 | -1.39 | -2.67 |
1 Year | 10.52 | -1.39 | -1.76 |
3 Years Annualised | 0.06 | -6.29 | -8.49 |
5 Years Annualised | 3.76 | -1.80 | -2.30 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.89 | - | - | - |
2023 | 2.90 | -1.98 | -0.29 | 7.22 |
2022 | -12.46 | -15.08 | -10.55 | 13.89 |
2021 | 3.00 | 10.34 | 5.84 | 3.18 |
2020 | -26.85 | 12.00 | 1.25 | 12.95 |
2019 | 10.45 | 3.79 | 2.63 | 15.79 |
|
Advertisement |