SVM UK Opportunities A RetailRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 13.72 | -12.37 | 30.38 | -8.75 | 23.37 | -21.17 | 7.78 | 2.07 |
+/- Category | -2.40 | -0.19 | 6.64 | -3.73 | 7.03 | -9.48 | -0.22 | -0.88 |
+/- Category Index | - | - | - | - | - | - | 0.16 | -1.36 |
% Rank in Category | 65 | 51 | 20 | 70 | 9 | 84 | 50 | 63 |
Trailing Returns (GBP) | 17/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 1.84 | 2.22 |
1 Week | -2.92 | -1.45 | -1.59 |
1 Month | -0.09 | -0.24 | -1.46 |
3 Months | 6.49 | 3.26 | 2.49 |
6 Months | 13.53 | 5.29 | 8.54 |
YTD | -0.69 | -1.55 | -2.47 |
1 Year | 2.39 | -0.63 | -0.71 |
3 Years Annualised | -4.15 | -4.37 | -10.15 |
5 Years Annualised | 1.48 | -1.21 | -2.51 |
10 Years Annualised | 4.55 | -0.20 | -0.86 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.07 | - | - | - |
2023 | 2.23 | -1.44 | -2.12 | 9.28 |
2022 | -7.38 | -10.39 | -12.64 | 8.73 |
2021 | 12.37 | 6.02 | 4.78 | -1.17 |
2020 | -37.57 | 20.06 | 1.56 | 19.88 |
2019 | 9.02 | 1.58 | 1.45 | 16.04 |
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