LSE - Delayed Quote GBp

Blenheim UK Equity R GBP Inc (0P0001LGN5.L)

106.53 +0.20 (+0.19%)
At close: April 18 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 1.86%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return (Apr 18, 2024) 7.31%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 7.31%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001LGN5.L
Category
YTD
2.58%
0.00%
1-Month
3.62%
0.00%
3-Month
2.58%
0.00%
1-Year
8.66%
0.00%
3-Year
3.30%
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
0P0001LGN5.L
Category
2024
--
--
2023
7.31%
--
2022
-10.58%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.58% -- -- --
2023 1.30% -0.47% 1.14% 5.23%
2022 -6.23% -6.15% -6.61% 8.81%
2021 7.51% 2.70% 1.41% --

Rank in Category (By Total Return)

YTD 55
1-Month 57
3-Month 55
1-Year 47
3-Year 46
5-Year --

Load Adjusted Returns

1-Year 8.66%
3-Year 3.30%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.86%
5y Average Return 0.00%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Margetts Fund Management Limited
Net Assets 141.59M
YTD Return 2.58%
Yield 2.80%
Morningstar Rating
Inception Date Jan 11, 2021

Fund Summary

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