YHD - Delayed Quote • GBp
SF Peterhouse Smlr Coms Gold A Net Acc (GB00B3YQ8554.L)
At close: June 28 at 6:07 PM EDT
Performance Overview
| Morningstar Return Rating | 1 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 1 |
| Number of Years Down | 5 |
| Best 1Y Total Return | 127.84% |
| Worst 1Y Total Return | -49.34% |
| Best 3Y Total Return | 127.84% |
| Worst 3Y Total Return | -45.03% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GB00B3YQ8554.L
Category
- YTD
- 59.15%
- 7.75%
- 1-Month
- 24.26%
- -1.70%
- 3-Month
- 52.56%
- 7.75%
- 1-Year
- 9.18%
- 18.47%
- 3-Year
- -15.63%
- 0.03%
- 5-Year
- -30.55%
- -12.12%
- 10-Year
- 0.00%
- -4.34%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
GB00B3YQ8554.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | -8.19% | -5.76% | -4.97% | -- |
| 2017 | 21.13% | -7.59% | 2.06% | -7.68% |
| 2016 | 28.08% | 44.19% | 13.85% | -10.75% |
| 2015 | 0.91% | 2.01% | -19.45% | -13.88% |
| 2014 | -10.33% | -5.40% | 4.65% | -16.69% |
| 2013 | -17.74% | -33.96% | 19.08% | -21.69% |
| 2012 | -6.38% | -29.02% | -2.15% | -12.31% |
| 2011 | -11.55% | -17.36% | -14.39% | -8.11% |
| 2010 | 7.36% | -2.73% | 37.13% | 59.11% |
| 2009 | 5.93% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 93 |
| 1-Month | 41 |
| 3-Month | 92 |
| 1-Year | 95 |
| 3-Year | 99 |
| 5-Year | 99 |
Load Adjusted Returns
| 1-Year | 3.45% |
| 3-Year | -17.14% |
| 5-Year | -31.29% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.47 |
| Morningstar Risk Rating |
Fund Overview
| Category | Sector Equity Precious Metals |
| Fund Family | Sharefunds Limited |
| Net Assets | 1.43M |
| YTD Return | 59.15% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 04, 2009 |
Fund Summary
The investment objective of the Fund is to achieve capital growth. It is the Fundâs policy to seek to invest at least 80% of its core investment portfolio in securities of companies which are predominantly involved in the mining, exploration, development and production of gold. Up to 20% of the Fundâs core investment portfolio may be invested in the securities of companies predominantly engaged in the mining, exploration, development and production of silver and other precious metals. The Fund will seek to invest at least 60% of its core investment portfolio in equities admitted to or dealt in on the Main Market or the Alternative Investment Market of the London Stock Exchange, PLUS Markets or the Channel Islands Stock Exchange. Up to 40% of the Fundâs core investment portfolio may be invested in the securities of companies admitted to or dealt in on the Australian Securities Exchange or the Toronto Stock Exchange.
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