LSE - Delayed Quote GBp

Quilter Inv Cirilium Bal Blend U1 £ Acc (0P0001HO9H.L)

118.96 +0.24 (+0.20%)
As of September 12 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.15%
5y Average Return 3.50%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Sep 11, 2024) 6.73%
Worst 1Y Total Return (Sep 11, 2024) --
Best 3Y Total Return 6.73%
Worst 3Y Total Return 1.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001HO9H.L
Category
YTD
4.62%
0.00%
1-Month
0.66%
0.00%
3-Month
1.78%
0.00%
1-Year
8.61%
0.00%
3-Year
1.89%
0.00%
5-Year
3.67%
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
0P0001HO9H.L
Category
2024
--
--
2023
6.73%
--
2022
-5.67%
--
2021
4.87%
--
2020
5.12%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.89% 0.51% -- --
2023 2.34% 0.04% 0.01% 4.24%
2022 -1.92% -4.80% -1.19% 2.24%
2021 0.50% 2.86% 0.43% 1.02%
2020 -11.18% 10.46% 1.45% 5.62%
2019 2.05% -- -- --

Rank in Category (By Total Return)

YTD 82
1-Month 59
3-Month 93
1-Year 91
3-Year 27
5-Year 32

Load Adjusted Returns

1-Year 8.61%
3-Year 1.89%
5-Year 3.67%
10-Year --

Performance & Risk

YTD Return 4.15%
5y Average Return 3.50%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.66
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Quilter Investors Limited
Net Assets --
YTD Return 4.62%
Yield 2.71%
Morningstar Rating
Inception Date Jan 17, 2020

Fund Summary

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