0P00000R4L.L - ASI Global Balanced Growth Fund Institutional Accumulation
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return1.05%
5-Year Average Return2.24%
Number of Years Up17
Number of Years Down7
Best 1 Yr Total Return (May 26, 2023)18.35%
Worst 1 Yr Total Return (May 26, 2023)N/A
Best 3-Yr Total Return18.35%
Worst 3-Yr Total Return1.55%
Trailing Returns (%) Vs. Benchmarks
Return0P00000R4L.LCategory
YTD1.05%0.00%
1-Month-0.85%0.00%
3-Month-2.12%0.00%
1-Year-1.12%0.00%
3-Year3.58%0.00%
5-Year2.24%0.00%
10-Year5.17%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%
Annual Total Return (%) History
Year0P00000R4L.LCategory
2023N/AN/A
2022-11.03%N/A
20218.02%N/A
20208.97%N/A
201917.17%N/A
2018-8.54%N/A
201712.68%N/A
201614.60%N/A
20153.89%N/A
20144.25%N/A
201318.35%N/A
201213.75%N/A
2011-3.37%N/A
201015.00%N/A
200917.96%N/A
2008-20.78%N/A
20076.32%N/A
200613.00%N/A
200521.91%N/A
200410.33%N/A
200318.64%N/A
2002-19.89%N/A
2001-11.18%N/A
2000-4.07%N/A
199919.81%N/A
1998N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20231.55%N/AN/AN/A
2022-4.06%-7.23%-2.92%2.96%
20210.74%4.13%2.21%0.74%
2020-13.84%14.57%1.64%8.61%
20197.55%4.58%2.88%1.26%
2018-4.71%5.58%1.02%-10.02%
20174.73%1.49%1.84%4.10%
2016-0.66%1.80%9.93%3.09%
20157.26%-3.07%-6.29%6.62%
20140.14%0.71%1.18%2.17%
20138.42%-0.23%5.58%3.62%
20127.00%-3.66%6.36%3.76%
20110.45%1.01%-9.57%5.31%
20106.29%-8.88%10.31%7.63%
2009-8.55%8.31%16.49%2.24%
2008-8.16%-1.57%-9.10%-3.58%
20073.19%3.35%0.28%-0.59%
20066.89%-4.81%4.70%6.07%
20051.89%4.68%8.44%5.41%
20040.98%1.45%1.56%6.04%
2003-1.74%9.72%3.81%6.01%
20020.93%-10.50%-11.86%0.62%
2001-7.33%1.15%-13.79%9.91%
2000-1.69%-1.20%0.47%-1.70%
19994.67%2.88%-3.40%15.17%
199813.55%N/AN/AN/A
Rank In Category (By Total Return)
YTD71
1-Month47
3-Month53
1-Year67
3-Year79
5-Year57
Load Adjusted Returns
1-Year-2.56%
3-Year4.62%
5-Year3.11%
10-Year5.64%
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