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Montag & Caldwell US Equity Large Cap Growth Fund Class G Unhedged Shares (0P0000Y51O.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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3,764.51-18.96 (-0.50%)
At close: 09:00PM BST

Performance Overview

Morningstar Return Rating★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up8
Number of Years DownN/A
Best 1 Yr Total Return (Invalid Date)27.93%
Worst 1 Yr Total Return (Invalid Date)3.34%
Best 3-Yr Total Return27.93%
Worst 3-Yr Total Return10.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000Y51O.LCategory
YTD5.73%8.42%
1-Month6.72%0.83%
3-Month5.89%8.42%
1-Year39.37%14.48%
3-Year22.57%7.76%
5-Year14.93%10.56%
10-Year0.00%6.49%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Y51O.LCategory
2021
N/AN/A
2020
27.93%N/A
2019
26.73%N/A
2018
3.34%N/A
2017
11.89%N/A
2016
15.67%N/A
2015
10.58%2.74%
2014
13.23%9.72%
2013
24.99%33.03%
2012
N/A13.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.93%N/AN/AN/A
2020-9.31%25.15%7.39%4.95%
201911.49%7.85%4.84%0.52%
2018-3.50%9.72%9.47%-10.84%
20174.51%0.73%1.24%4.99%
20161.51%7.35%3.50%2.55%
20157.28%-4.82%-1.08%9.48%
2014-2.29%1.84%4.88%8.49%
201318.49%-0.06%-2.32%8.06%
2012-0.33%2.78%-2.99%N/A

Rank In Category (By Total Return)

YTD48
1-Month32
3-Month48
1-Year57
3-Year50
5-Year77

Load Adjusted Returns

1-Year42.38%
3-Year20.56%
5-Year16.61%
10-YearN/A