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Private Bank Funds I - Access Balanced Fund (GBP) (0P0001K1BU.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
15,962.00+46.00 (+0.29%)
As of 09:00PM BST. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Invalid Date)14.33%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return14.33%
Worst 3-Yr Total Return1.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001K1BU.LCategory
YTD0.00%0.00%
1-Month0.00%0.00%
3-Month0.00%0.00%
1-Year0.00%0.00%
3-Year0.00%0.00%
5-Year0.00%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001K1BU.LCategory
2023
N/AN/A
2022
-9.81%N/A
2021
12.47%N/A
2020
6.45%N/A
2019
14.33%N/A
2018
-4.52%N/A
2017
8.89%N/A
2016
4.24%N/A
2015
-1.53%N/A
2014
2.62%N/A
2013
11.86%N/A
2012
8.19%N/A
2011
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.12%1.81%N/AN/A
2022-2.73%-7.69%0.69%-0.25%
20211.79%4.38%1.62%4.17%
2020-8.32%9.24%2.40%3.80%
20196.52%4.53%2.99%-0.31%
2018-3.77%3.95%3.49%-7.77%
20172.98%1.61%1.16%2.87%
2016-2.05%-0.14%3.91%2.57%
20153.59%-2.88%-6.53%4.72%
20140.06%0.31%0.59%1.63%
20136.61%-1.68%2.72%3.89%
20125.97%-3.20%4.09%1.33%
2011-9.37%4.08%N/AN/A

Rank In Category (By Total Return)

YTD11
1-Month18
3-Month15
1-Year27
3-Year12
5-Year8

Load Adjusted Returns

1-Year-4.56%
3-Year1.66%
5-Year2.54%
10-Year3.57%
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