LSE - Delayed Quote • GBp
FP Octopus UK Micro Cap Growth P Acc (0P00018QYX.L)
At close: April 23 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.89% |
| 5y Average Return | 2.14% |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 24, 2024) | 43.76% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 43.76% |
| Worst 3Y Total Return | -9.73% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00018QYX.L
Category
- YTD
- 0.55%
- 0.00%
- 1-Month
- 1.66%
- 0.00%
- 3-Month
- 0.55%
- 0.00%
- 1-Year
- -5.88%
- 0.00%
- 3-Year
- -13.09%
- 0.00%
- 5-Year
- 2.85%
- 0.00%
- 10-Year
- 4.83%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00018QYX.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.55% | -- | -- | -- |
| 2023 | -0.20% | -3.85% | -7.32% | 5.04% |
| 2022 | -14.50% | -13.54% | -10.41% | 0.84% |
| 2021 | 12.69% | 6.64% | 0.89% | -2.74% |
| 2020 | -19.05% | 21.04% | 9.67% | 25.34% |
| 2019 | 3.63% | 6.46% | -2.50% | 11.32% |
| 2018 | -0.60% | 13.23% | 2.75% | -16.05% |
| 2017 | 9.85% | 9.64% | 4.15% | 7.57% |
| 2016 | -4.20% | -2.48% | 15.40% | 2.77% |
| 2015 | -2.13% | 6.57% | -0.45% | 1.31% |
| 2014 | 8.80% | -8.64% | -2.49% | -1.20% |
| 2013 | 7.02% | 2.28% | 8.38% | 11.47% |
| 2012 | 8.99% | -3.88% | 3.57% | 5.90% |
| 2011 | 4.21% | 6.84% | -7.78% | 1.76% |
| 2010 | -3.80% | -5.79% | 6.43% | 12.11% |
| 2009 | -8.04% | 30.00% | 18.45% | 1.52% |
| 2008 | -4.90% | -0.90% | -13.21% | -24.76% |
| 2007 | -3.19% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 59 |
| 1-Month | 74 |
| 3-Month | 59 |
| 1-Year | 97 |
| 3-Year | 96 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | -5.88% |
| 3-Year | -13.09% |
| 5-Year | 2.85% |
| 10-Year | 4.83% |
Performance & Risk
| YTD Return | 1.89% |
| 5y Average Return | 2.14% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Octopus Investments Limited |
| Net Assets | 99.96M |
| YTD Return | 0.55% |
| Yield | 1.07% |
| Morningstar Rating | |
| Inception Date | May 09, 2022 |
Fund Summary
Fund Summary Information Not Available
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