Rathbone Income Retail Income

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Growth Of 1000 (GBP) 31/03/2021
Fund:  Rathbone Income Retail Income
Category:  UK Equity Income
Category Index:  FTSE AllSh TR GBP
Growth of 1,000 GBP
Annual Returns (GBP)31/03/2021
 201420152016201720182019202031/03
Price Return6.158.537.567.41-9.2417.74-11.257.17
+/- Category2.252.20-1.20-3.321.32-1.211.311.22
+/- Category Index4.977.55-9.19-5.690.23-1.43-1.431.98
% Rank in Category2228588033724529
Trailing Returns (GBP)16/04/2021
   Total Returns   +/- Category   +/- Category Index
1 Day0.45   -0.060.00
1 Week0.96   -0.19-0.57
1 Month4.85   0.791.21
3 Months7.77   0.291.36
6 Months23.35   -1.330.99
YTD11.06   0.790.85
1 Year33.65   -1.580.41
3 Years Annualised3.15   0.49-0.93
5 Years Annualised4.05   -0.77-2.72
10 Years Annualised7.17   0.460.84
 
Quarterly Returns (GBP)31/03/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20217.17---
2020-26.3510.65-3.4612.81
20198.762.301.634.13
2018-6.277.520.03-9.97
20175.991.75-1.340.95
2016-2.09-0.648.292.11
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1731 Mar 1831 Mar 1931 Mar 2031 Mar 21
16.45-5.025.32-20.2829.16
 
 
 
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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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