WS Gresham House UK Micro Cap Fund D AccumulationRegister 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 | 20.58 | 6.65 | 25.56 | -29.97 | 5.19 | 5.59 | ||
+/- Category | -4.68 | -0.64 | 2.71 | -5.94 | 5.43 | 1.36 | ||
+/- Category Index | - | - | - | - | -1.71 | 4.89 | ||
% Rank in Category | 78 | 49 | 36 | 73 | 16 | 26 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.44 | -0.83 |
1 Week | 1.36 | -0.27 | -1.04 |
1 Month | 2.68 | -0.70 | 0.96 |
3 Months | 6.10 | 1.37 | 1.40 |
6 Months | 19.85 | 3.64 | 6.99 |
YTD | 6.32 | 1.74 | 4.98 |
1 Year | 6.08 | 1.21 | 2.12 |
3 Years Annualised | -6.77 | -1.24 | -2.44 |
5 Years Annualised | 3.29 | 0.12 | 2.78 |
10 Years Annualised | - | - | - |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.23 | - | - | - |
2023 | 4.14 | -1.75 | -0.58 | 3.41 |
2022 | -16.62 | -10.67 | -8.94 | 3.25 |
2021 | 12.98 | 8.46 | 2.01 | 0.44 |
2020 | -24.38 | 19.69 | 0.67 | 17.05 |
2019 | 2.32 | 3.94 | -1.43 | 15.02 |
|
Advertisement |