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ASI Global Balanced Growth Fund Platform 1 Accumulation (0P0000WUP8.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
113.100.00 (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 Up8
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)18.19%
Worst 1 Yr Total Return (Invalid Date)-21.28%
Best 3-Yr Total Return18.19%
Worst 3-Yr Total Return-2.16%

Trailing Returns (%) Vs. Benchmarks

Return0P0000WUP8.LCategory
YTD-13.50%0.00%
1-Month-1.57%0.00%
3-Month-5.18%0.00%
1-Year-13.28%0.00%
3-Year1.48%0.00%
5-Year3.64%0.00%
10-Year6.37%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000WUP8.LCategory
2021
N/AN/A
2020
8.88%N/A
2019
17.11%N/A
2018
-8.58%N/A
2017
12.59%N/A
2016
14.57%N/A
2015
3.80%N/A
2014
4.22%N/A
2013
18.19%N/A
2012
13.56%N/A
2011
-4.22%N/A
2010
14.13%N/A
2009
17.23%N/A
2008
-21.28%N/A
2007
5.45%N/A
2006
12.84%N/A
2005
21.01%N/A
2004
9.87%N/A
2003
18.16%N/A
2002
-20.20%N/A
2001
-11.58%N/A
2000
-4.55%N/A
1999
18.85%N/A
1998
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.74%4.15%N/AN/A
2020-13.86%14.55%1.66%8.54%
20197.52%4.58%2.88%1.23%
2018-4.70%5.54%1.03%-10.04%
20174.70%1.44%1.86%4.07%
2016-0.67%1.78%9.93%3.09%
20157.23%-3.09%-6.26%6.56%
20140.08%0.77%1.16%2.16%
20138.26%-0.16%5.54%3.62%
20126.43%3.86%6.43%3.86%
20110.24%0.78%-9.77%5.06%
20106.00%-9.01%10.01%7.56%
2009-8.71%8.18%16.26%2.10%
2008-8.29%-1.71%-9.29%-3.73%
20072.97%3.19%-0.01%-0.75%
20067.45%-4.95%4.33%5.89%
20052.11%4.58%8.32%4.62%
20040.88%1.35%1.46%5.92%
2003-1.84%9.60%3.72%5.89%
20020.83%-10.58%-11.95%0.52%
2001-7.46%1.05%-13.89%9.80%
2000-1.81%-1.33%0.35%-1.82%
19994.22%2.78%-3.54%15.02%
199813.52%N/AN/AN/A

Rank In Category (By Total Return)

YTD87
1-Month55
3-Month76
1-Year69
3-Year48
5-Year22

Load Adjusted Returns

1-Year15.77%
3-Year6.73%
5-Year9.31%
10-Year8.06%
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