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ASI UK High Income Equity Fund Platform 1 Income (0P0000WUOR.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
65.330.00 (0.00%)
At close: 08:00PM GMT
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Performance Overview

Morningstar Return Rating★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Invalid Date)28.43%
Worst 1 Yr Total Return (Invalid Date)-28.08%
Best 3-Yr Total Return28.43%
Worst 3-Yr Total Return-5.80%

Trailing Returns (%) Vs. Benchmarks

Return0P0000WUOR.LCategory
YTD1.85%4.24%
1-Month1.30%1.48%
3-Month-2.60%4.24%
1-Year0.91%14.68%
3-Year2.21%7.57%
5-Year2.81%11.27%
10-Year5.67%5.98%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000WUOR.LCategory
2021
N/AN/A
2020
-13.75%N/A
2019
13.98%N/A
2018
-14.97%N/A
2017
14.26%N/A
2016
1.78%N/A
2015
9.50%6.33%
2014
4.13%3.89%
2013
28.43%25.89%
2012
15.00%14.94%
2011
-8.52%-1.86%
2010
13.43%15.46%
2009
24.19%23.76%
2008
-28.08%-28.12%
2007
0.80%-0.59%
2006
21.00%18.56%
2005
25.22%21.10%
2004
22.66%17.07%
2003
29.33%21.82%
2002
-17.67%-16.23%
2001
-6.78%-4.54%
2000
0.08%4.99%
1999
12.47%15.95%
1998
9.46%10.48%
1997
26.22%24.34%
1996
11.19%15.58%
1995
20.61%21.42%
1994
-11.60%-6.08%
1993
30.61%36.13%
1992
21.43%22.41%
1991
-3.62%12.49%
1990
-11.28%-10.76%
1989
27.10%26.05%
1988
15.16%10.39%
1987
18.44%22.54%
1986
N/A34.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.62%3.25%N/AN/A
2020-30.25%13.46%-5.43%15.23%
20199.20%-1.47%1.39%4.48%
2018-6.57%7.42%-0.39%-14.95%
20174.65%-0.44%3.28%6.17%
2016-4.95%-6.72%10.91%3.50%
20157.35%0.66%-5.55%7.29%
20140.47%-0.24%0.97%2.88%
201310.55%1.02%6.99%7.49%
20127.58%3.46%7.59%3.46%
2011-0.96%0.03%-13.50%6.75%
20105.63%-15.31%15.80%9.50%
2009-10.07%10.76%19.35%4.47%
2008-8.54%-1.71%-13.79%-7.20%
20072.06%1.84%-3.74%0.76%
20068.99%-3.90%5.01%10.02%
20051.71%5.36%8.68%7.51%
20043.93%3.50%3.06%10.64%
2003-3.10%15.22%8.32%6.95%
20026.10%-10.18%-12.04%-1.78%
2001-3.86%4.64%-13.00%6.50%
2000-7.70%-0.22%4.11%4.37%
19993.98%3.58%-5.89%10.96%
199816.08%-3.13%-11.01%9.39%
19974.53%5.92%12.85%1.02%
1996-0.02%0.53%6.07%4.31%
1995-3.56%11.17%5.37%6.76%
1994-6.62%-8.71%2.84%0.83%
19937.81%1.88%9.85%8.25%
19920.75%8.63%-2.40%13.67%
199116.95%-3.16%5.10%-19.03%
1990-3.99%2.88%-17.32%8.64%
198914.96%4.46%4.43%1.35%
19886.19%9.15%-0.47%-0.18%
198723.67%18.15%7.88%-24.87%
1986-4.55%8.66%N/AN/A

Rank In Category (By Total Return)

YTD37
1-Month87
3-Month86
1-Year58
3-Year90
5-Year76

Load Adjusted Returns

1-Year22.22%
3-Year-2.25%
5-Year4.22%
10-Year5.42%
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