Montanaro UK Income Fund EUR ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 22.90 | -14.09 | 36.18 | -6.20 | 24.07 | -24.20 | 7.82 | 2.13 |
+/- Category | 12.17 | -3.53 | 17.23 | 6.36 | 6.26 | -20.76 | 1.06 | -2.70 |
+/- Category Index | - | - | - | - | - | - | 0.20 | -4.01 |
% Rank in Category | 3 | 83 | 2 | 12 | 13 | 97 | 48 | 85 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.20 | -0.32 | -0.02 |
1 Week | 2.01 | 0.35 | 0.79 |
1 Month | 5.58 | -0.76 | -0.70 |
3 Months | 8.38 | -3.97 | -3.94 |
6 Months | 16.00 | 1.97 | 1.41 |
YTD | 6.26 | -2.83 | -3.95 |
1 Year | 9.71 | -2.48 | -2.57 |
3 Years Annualised | -0.33 | -7.27 | -8.88 |
5 Years Annualised | 3.70 | -1.72 | -2.36 |
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 | 1.85 | - | - | - |
2023 | 2.83 | -2.02 | -0.29 | 7.33 |
2022 | -12.41 | -15.08 | -10.58 | 13.98 |
2021 | 3.03 | 10.31 | 5.84 | 3.15 |
2020 | -26.77 | 11.99 | 1.24 | 12.99 |
2019 | 10.43 | 3.85 | 2.68 | 15.64 |
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