WS Montanaro Funds - WS Montanaro Better World Fund A GBP AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2021 | 2022 | 2023 | 31/03 | |||||
Price Return | 19.59 | -28.06 | 5.97 | 2.50 | ||||
+/- Category | 3.08 | -16.13 | -3.10 | -2.16 | ||||
+/- Category Index | 2.19 | -20.78 | -3.76 | -4.26 | ||||
% Rank in Category | 31 | 92 | 74 | 77 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.14 | -0.83 | -1.34 |
1 Week | -4.17 | -1.36 | -1.39 |
1 Month | -4.89 | -3.37 | -4.45 |
3 Months | 1.81 | -2.28 | -3.54 |
6 Months | 8.82 | -0.69 | -2.71 |
YTD | -4.44 | -4.42 | -6.94 |
1 Year | -2.68 | -6.89 | -13.01 |
3 Years Annualised | -5.45 | -3.56 | -8.98 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: Global Small/Mid-Cap Equity | |||
Category Index: Morningstar Gbl SMID NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.50 | - | - | - |
2023 | 2.52 | 1.47 | -7.84 | 10.52 |
2022 | -16.45 | -16.67 | 3.52 | -0.19 |
2021 | -2.99 | 9.64 | 6.86 | 5.22 |
2020 | - | 24.83 | 8.43 | 12.47 |
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