Causeway Defined Growth Fund B USD

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Growth Of 1000 (GBP) 30/06/2024
Fund:  Causeway Defined Growth Fund B USD
Category:  Global Bond - USD Hedged
Category Index:  Morningstar Gbl Core Bd GR Hdg USD
Morningstar Restructure Date: 29/01/2021
Growth of 1,000 GBP
Annual Returns (GBP)30/06/2024
 2022202330/06
Price Return0.617.507.73
+/- Category-0.046.956.80
+/- Category Index2.086.796.85
% Rank in Category4011
Trailing Returns (GBP)16/07/2024
   Total Returns   +/- Category   +/- Category Index
1 Day0.41   0.880.86
1 Week0.40   1.161.01
1 Month0.43   2.062.03
3 Months4.99   6.856.62
6 Months10.42   11.0510.91
YTD7.50   8.338.23
1 Year10.16   4.284.46
3 Years Annualised5.26   4.585.41
5 Years Annualised-   --
10 Years Annualised-   --
 
Quarterly Returns (GBP)30/06/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20244.233.35--
20235.631.690.94-0.86
2022-2.252.270.68-0.03
2021-1.60-0.320.26
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 2030 Jun 2130 Jun 2230 Jun 2330 Jun 24
---0.098.117.81
 
 
 
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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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