LSE - Delayed Quote • GBp
ES Investec Wealth & Inv Caut W GBP Inc (0P0001L4PI.L)
At close: March 15 at 8:00 PM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.83% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Mar 15, 2024) | 8.51% |
| Worst 1Y Total Return (Mar 15, 2024) | -- |
| Best 3Y Total Return | 8.51% |
| Worst 3Y Total Return | 1.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001L4PI.L
Category
- YTD
- -0.61%
- 0.00%
- 1-Month
- -0.08%
- 0.00%
- 3-Month
- 3.49%
- 0.00%
- 1-Year
- 6.05%
- 0.00%
- 3-Year
- 1.19%
- 0.00%
- 5-Year
- 0.00%
- 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
0P0001L4PI.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 1.82% | -1.14% | -0.37% | 8.20% |
| 2022 | -2.61% | -5.97% | -4.87% | 3.83% |
| 2021 | 0.05% | 3.54% | 1.13% | 0.94% |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 77 |
| 3-Month | 35 |
| 1-Year | 23 |
| 3-Year | 17 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 6.05% |
| 3-Year | 1.19% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.83% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Equity Trustees Fund Services Ltd |
| Net Assets | 7.04M |
| YTD Return | -0.61% |
| Yield | 3.49% |
| Morningstar Rating | |
| Inception Date | Dec 01, 2020 |
Fund Summary
Fund Summary Information Not Available
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