LSE - Delayed Quote • GBp
Quilter Investors Glbl Uncons EqU2 £ Acc (0P00011WJJ.L)
As of April 24 at 9:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.57% |
| 5y Average Return | 9.11% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 24, 2024) | 27.30% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 27.30% |
| Worst 3Y Total Return | 0.39% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00011WJJ.L
Category
- YTD
- 13.83%
- 0.00%
- 1-Month
- 4.22%
- 0.00%
- 3-Month
- 13.83%
- 0.00%
- 1-Year
- 37.03%
- 0.00%
- 3-Year
- 12.47%
- 0.00%
- 5-Year
- 10.24%
- 0.00%
- 10-Year
- 8.83%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00011WJJ.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 13.83% | -- | -- | -- |
| 2023 | 5.74% | 8.94% | 4.18% | 6.07% |
| 2022 | -0.36% | -6.95% | 0.70% | 2.60% |
| 2021 | 14.43% | 1.76% | 1.85% | -1.11% |
| 2020 | -40.28% | 20.36% | -5.91% | 33.18% |
| 2019 | 7.62% | 7.84% | -0.97% | 3.96% |
| 2018 | -4.71% | 7.37% | 2.88% | -10.61% |
| 2017 | 4.29% | 0.07% | 0.45% | 5.88% |
| 2016 | -1.46% | 3.97% | 9.96% | 3.64% |
| 2015 | 6.73% | -2.13% | -6.13% | 6.19% |
| 2014 | 0.00% | 0.14% | 4.66% | -- |
Rank in Category (By Total Return)
| YTD | 4 |
| 1-Month | 25 |
| 3-Month | 4 |
| 1-Year | 1 |
| 3-Year | 6 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 37.03% |
| 3-Year | 12.47% |
| 5-Year | 10.24% |
| 10-Year | 8.83% |
Performance & Risk
| YTD Return | 12.57% |
| 5y Average Return | 9.11% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Quilter Investors Limited |
| Net Assets | -- |
| YTD Return | 13.83% |
| Yield | 0.54% |
| Morningstar Rating | |
| Inception Date | Sep 18, 2013 |
Fund Summary
Fund Summary Information Not Available
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