Halifax Fund of Investment Trusts CRegister 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 | 18.72 | -10.14 | 23.14 | 8.69 | 12.39 | -15.32 | 9.24 | 4.57 |
+/- Category | 4.53 | 0.38 | 6.06 | -5.61 | -2.64 | -5.51 | -0.24 | 1.05 |
+/- Category Index | 5.69 | -5.90 | 1.80 | -3.80 | -6.60 | -7.27 | -5.40 | -1.42 |
% Rank in Category | 23 | 54 | 19 | 63 | 63 | 67 | 52 | 41 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.26 | -0.04 | -0.15 |
1 Week | -0.39 | -0.72 | -0.55 |
1 Month | 4.74 | 0.45 | 0.47 |
3 Months | 5.24 | 0.61 | -0.16 |
6 Months | 13.00 | -0.39 | -1.30 |
YTD | 7.21 | -0.04 | -2.69 |
1 Year | 15.19 | -0.11 | -5.87 |
3 Years Annualised | 2.44 | -1.87 | -6.85 |
5 Years Annualised | 5.60 | -2.32 | -5.32 |
10 Years Annualised | 7.59 | -1.12 | -3.98 |
Category: Global Flex-Cap Equity | |||
Category Index: Morningstar Global All Cap TME NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.88 | - | - | - |
2023 | 0.68 | 0.60 | 0.97 | 6.81 |
2022 | -7.95 | -11.70 | -0.32 | 4.51 |
2021 | 1.87 | 5.59 | 1.27 | 3.17 |
2020 | -24.47 | 19.65 | 2.77 | 17.03 |
2019 | 8.78 | 4.17 | 1.96 | 6.59 |
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