Merchant West Global Value Fund A |
Growth Of 1000 (EUR) | 31/03/2024 |
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Annual Returns (EUR) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Total Return | 6.89 | -6.95 | 16.40 | -15.65 | 27.63 | -5.07 | 8.04 | 9.40 |
+/- Category | 5.29 | -2.59 | -4.35 | -15.90 | 7.40 | 4.03 | -0.48 | 1.74 |
+/- Category Index | - | - | - | - | 5.50 | 4.98 | -6.42 | 0.76 |
% Rank in Category | 68 | 45 | 96 | 99 | 9 | 22 | 55 | 17 |
Trailing Returns (EUR) | 16/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.80 | -0.46 | -0.48 |
1 Week | -1.41 | -0.18 | 0.11 |
1 Month | -0.23 | -0.93 | -0.57 |
3 Months | 5.13 | -0.88 | -1.30 |
6 Months | 8.97 | -0.99 | -2.23 |
YTD | 6.81 | 0.42 | 0.66 |
1 Year | 14.68 | 1.67 | -0.99 |
3 Years Annualised | 5.94 | 0.48 | -0.75 |
5 Years Annualised | 4.74 | -1.48 | -3.96 |
10 Years Annualised | 3.16 | -3.42 | -6.31 |
Category: USD Aggressive Allocation | |||
Category Index: Morningstar EAA USD Agg Tgt Alloc NR USD |
Quarterly Returns (EUR) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.40 | - | - | - |
2023 | 0.48 | 0.37 | 4.78 | 2.25 |
2022 | 1.72 | -9.99 | -2.03 | 5.83 |
2021 | 14.99 | 4.68 | 2.19 | 3.75 |
2020 | -22.95 | 5.17 | -3.72 | 8.11 |
2019 | 7.63 | 1.04 | 2.36 | 4.56 |
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