LSE - Delayed Quote GBp

Quilter Investors UK Equity Large-Cap Income Fund (0P00011WF8.L)

181.90 -0.60 (-0.33%)
At close: April 25 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 5.51%
5y Average Return 5.96%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 22.34%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 22.34%
Worst 3Y Total Return 0.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00011WF8.L
Category
YTD
5.92%
0.00%
1-Month
5.86%
0.00%
3-Month
5.92%
0.00%
1-Year
12.65%
0.00%
3-Year
7.96%
0.00%
5-Year
6.77%
0.00%
10-Year
6.48%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00011WF8.L
Category
2024
--
--
2023
9.39%
--
2022
0.70%
--
2021
15.16%
--
2020
-7.74%
--
2019
22.34%
--
2018
-10.22%
--
2017
11.94%
--

2016
9.21%
--
2015
5.99%
--
2014
5.46%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.92% -- -- --
2023 2.86% -1.73% 2.89% 5.19%
2022 1.85% -7.34% -3.93% 11.06%
2021 6.77% 2.21% 2.16% 3.30%
2020 -25.12% 10.06% -1.65% 13.82%
2019 9.30% 3.80% 3.44% 4.25%
2018 -3.65% 7.74% -2.44% -11.34%
2017 3.51% 3.55% 1.40% 3.00%
2016 -1.64% 0.65% 7.27% 2.83%
2015 5.38% -0.49% -3.12% 4.33%

2014 -0.66% 2.68% 2.68% 0.70%
2013 0.99% 4.69% 5.61% --

Rank in Category (By Total Return)

YTD 1
1-Month 14
3-Month 1
1-Year 5
3-Year 20
5-Year 7

Load Adjusted Returns

1-Year 12.65%
3-Year 7.96%
5-Year 6.77%
10-Year 6.48%

Performance & Risk

YTD Return 5.51%
5y Average Return 5.96%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Quilter Investors Limited
Net Assets 710.67M
YTD Return 5.92%
Yield 3.61%
Morningstar Rating
Inception Date Mar 28, 2014

Fund Summary

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