LSE - Delayed Quote GBp

NGAM Investment Funds U.K. ICVC - H2O Multireturns Fund (0P0000ZWW3.L)

182.38 -0.64 (-0.35%)
At close: April 20 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 5.07%
5y Average Return 4.59%
Number of Years Up 8
Number of Years Down 1
Best 1Y Total Return (Apr 20, 2023) 21.09%
Worst 1Y Total Return (Apr 20, 2023) --
Best 3Y Total Return 21.09%
Worst 3Y Total Return 0.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000ZWW3.L
Category
YTD
5.07%
0.00%
1-Month
5.41%
0.00%
3-Month
4.23%
0.00%
1-Year
14.49%
0.00%
3-Year
16.71%
0.00%
5-Year
4.59%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000ZWW3.L
Category
2023
--
--
2022
5.80%
--
2021
6.06%
--
2020
-9.78%
--
2019
16.87%
--
2018
10.59%
--
2017
7.24%
--
2016
0.36%
--

2015
21.09%
--
2014
12.52%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 5.21% -- -- --
2022 -0.30% -6.49% -8.60% 24.16%
2021 6.85% 1.00% 1.07% -2.76%
2020 -31.06% 10.42% -1.84% 20.75%
2019 -0.80% 3.19% 10.61% 3.21%
2018 5.81% 1.78% -3.25% 6.15%
2017 0.10% 5.88% 2.75% -1.52%
2016 -8.34% -4.52% 1.51% 12.98%
2015 11.95% -5.14% 10.34% 3.35%
2014 6.71% 0.34% 10.88% -5.22%

Rank in Category (By Total Return)

YTD 14
1-Month 45
3-Month 14
1-Year 9
3-Year 5
5-Year 13

Load Adjusted Returns

1-Year 10.54%
3-Year 15.22%
5-Year 5.20%
10-Year --

Performance & Risk

YTD Return 5.07%
5y Average Return 4.59%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Natixis Investment Managers S.A.
Net Assets 24.47M
YTD Return 5.07%
Yield 1.51%
Morningstar Rating
Inception Date Oct 16, 2013

Fund Summary

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