JOHCM UK Growth Fund A Inc

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Growth Of 1000 (GBP) 30/06/2024
Fund:  JOHCM UK Growth Fund A Inc
Category:  UK Flex-Cap Equity
Category Index:  Morningstar UK All Cap TME NR GBP
Growth of 1,000 GBP
Annual Returns (GBP)30/06/2024
 201720182019202020212022202330/06
Price Return17.18-14.5416.026.1612.32-6.563.5019.99
+/- Category1.07-2.36-7.7311.18-4.015.12-4.5013.47
+/- Category Index-------4.1212.70
% Rank in Category36679198033881
Trailing Returns (GBP)19/07/2024
   Total Returns   +/- Category   +/- Category Index
1 Day-1.02   -0.24-0.40
1 Week-1.24   -0.83-0.19
1 Month-0.34   -1.49-0.41
3 Months10.55   3.145.62
6 Months22.81   11.1510.90
YTD19.32   11.2211.48
1 Year16.64   4.904.69
3 Years Annualised5.07   1.81-3.57
5 Years Annualised7.77   3.282.80
10 Years Annualised5.52   -0.09-0.20
 
Quarterly Returns (GBP)30/06/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
20246.1413.05--
20232.002.28-0.05-0.73
2022-2.12-8.64-7.5413.00
202111.483.962.22-5.19
2020-32.0722.83-2.2630.19
20192.837.46-4.459.90
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 2030 Jun 2130 Jun 2230 Jun 2330 Jun 24
-12.4047.47-13.339.0019.05
 
 
 
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* This share class has performance data calculated prior to the inception date, 2003-05-07. This is based upon a simulated/extended track record, using the track record of JOHCM UK Growth B GBP Inc (ISIN: IE0031005543), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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