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Slater Growth Fund (0P00008W9F.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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662.70+1.62 (+0.25%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.35%
5-year average return4.55%
Number of years up12
Number of years down6
Best 1-yr total return (28 Jun 2024)76.87%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return76.87%
Worst 3-yr total return-3.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00008W9F.LCategory
YTD11.04%0.00%
1-month8.12%0.00%
3-month11.39%0.00%
1-year13.42%0.00%
3-year-5.48%0.00%
5-year4.91%0.00%
10-year7.43%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00008W9F.LCategory
2024
N/AN/A
2023
-5.17%N/A
2022
-25.51%N/A
2021
28.21%N/A
2020
9.22%N/A
2019
37.58%N/A
2018
-14.14%N/A
2017
27.21%N/A
2016
-3.08%N/A
2015
17.80%N/A
2014
17.57%N/A
2013
32.41%N/A
2012
10.51%N/A
2011
0.37%N/A
2010
76.87%N/A
2009
41.42%N/A
2008
-33.08%N/A
2007
-0.74%N/A
2006
21.82%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.98%N/AN/AN/A
2023-2.70%-6.23%0.05%3.88%
2022-9.11%-12.90%-11.23%5.99%
20219.20%10.07%4.79%1.79%
2020-25.47%18.21%6.38%16.53%
20199.45%7.86%2.88%13.28%
2018-6.21%9.83%-4.81%-12.43%
201710.32%4.65%0.79%9.33%
2016-6.47%-8.60%10.48%2.62%
20150.86%6.85%0.50%8.77%
20149.90%-1.38%2.48%5.84%
20138.33%-2.20%10.58%13.02%
20129.77%-7.23%9.07%-0.49%
20112.89%6.43%-7.53%-0.88%
201024.38%0.55%24.79%13.33%
2009-3.12%13.14%18.62%8.77%
2008-11.21%-0.78%-11.88%-13.80%
20073.09%3.01%-2.01%-4.62%
200614.36%-2.77%2.66%6.73%
20056.75%1.33%N/AN/A

Rank in category (by total return)

YTD44
1-month13
3-month72
1-year60
3-year60
5-year37

Load adjusted returns

1-year13.42%
3-year-5.48%
5-year4.91%
10-year7.43%