YHD - Delayed Quote GBp

Orchard B GBP Inc (IE00B4XV7732.IR)

804.00 -8.00 (-0.99%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return 11.17%
Worst 1Y Total Return -1.15%
Best 3Y Total Return 11.17%
Worst 3Y Total Return 2.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IE00B4XV7732.IR
Category
YTD
-1.28%
2.91%
1-Month
-0.10%
0.67%
3-Month
2.63%
2.91%
1-Year
-3.04%
12.90%
3-Year
4.21%
6.44%
5-Year
4.24%
6.97%
10-Year
0.00%
4.88%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IE00B4XV7732.IR
Category
2018
--
--
2017
7.09%
--
2016
2.80%
--
2015
1.35%
1.35%
2014
6.28%
5.51%
2013
11.17%
9.90%
2012
8.31%
8.56%
2011
-1.15%
-2.70%

2010
1.40%
10.10%
2009
--
16.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -3.01% 2.16% 0.42% --
2017 3.65% 1.53% 0.71% 1.04%
2016 -1.18% -0.84% 3.17% 1.68%
2015 1.83% -0.11% -4.39% 4.21%
2014 1.75% 2.59% 0.76% 1.05%
2013 3.74% 0.68% 3.09% 3.24%
2012 4.85% -1.28% 3.40% 1.21%
2011 1.00% 1.83% -10.51% 7.40%
2010 0.64% -5.95% 4.15% 2.88%
2009 8.80% 2.89% 2.86% --

Rank in Category (By Total Return)

YTD 90
1-Month 82
3-Month 77
1-Year 70
3-Year 30
5-Year 62

Load Adjusted Returns

1-Year -7.89%
3-Year 2.44%
5-Year 3.18%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.46
Morningstar Risk Rating

Fund Overview

Category GBP Moderate Allocation
Fund Family Orchard Wealth Management Limited
Net Assets --
YTD Return -1.28%
Yield 6.22%
Morningstar Rating
Inception Date Mar 31, 2009

Fund Summary

The Fund will seek to achieve superior returns through equity investment whilst mitigating certain of the risks. The Fund will seek to achieve its objective through investing globally in equity securities that are freely transferable securities traded on Regulated Markets. The equities selected will be primarily highly capitalised, liquid, mature companies with highly developed product lines, brands and free cash flow generation. The Fund will seek to reduce volatility associated with traditional equity investment, while attempting to produce better performance over the business cycle by careful stock selection and utilising non-geared stock option writing in accordance with the requirements of the Central Bank.

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