LSE - Delayed Quote GBp

Quilter Investors Managed Fund B (GBP) Accumulation (0P00000CHZ.L)

5,281.00 -118.00 (-2.19%)
At close: March 13 at 8:00 PM GMT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 25
Number of Years Down 8
Best 1Y Total Return 26.02%
Worst 1Y Total Return -27.01%
Best 3Y Total Return 26.02%
Worst 3Y Total Return -4.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000CHZ.L
Category
YTD
-6.02%
3.30%
1-Month
-5.48%
0.61%
3-Month
-4.48%
3.30%
1-Year
2.88%
15.22%
3-Year
1.49%
7.11%
5-Year
3.27%
6.80%
10-Year
6.87%
5.19%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000CHZ.L
Category
2019
15.49%
--
2018
-9.24%
--
2017
9.39%
--
2016
10.20%
--
2015
3.26%
0.40%
2014
5.27%
4.28%
2013
20.70%
9.71%
2012
15.29%
7.26%

2011
-4.94%
-5.60%
2010
14.86%
10.20%
2009
25.90%
18.02%
2008
-27.01%
-16.01%
2007
4.24%
5.28%
2006
16.21%
9.26%
2005
26.02%
20.98%
2004
9.56%
9.84%
2003
16.90%
19.38%
2002
-26.28%
-18.28%
2001
-14.86%
-12.83%
2000
-5.86%
-1.52%
1999
35.14%
26.95%
1998
16.43%
11.78%
1997
20.24%
12.94%
1996
14.50%
9.46%
1995
14.65%
16.00%
1994
-8.06%
-6.35%
1993
23.63%
28.20%
1992
16.83%
16.70%
1991
17.84%
14.41%
1990
-17.31%
-19.33%
1989
32.04%
33.32%
1988
10.15%
13.06%
1987
3.67%
-3.92%
1986
--
32.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 6.96% 3.34% 1.69% 2.75%
2018 -5.68% 5.18% 1.30% -9.69%
2017 3.56% 0.69% 1.00% 3.87%
2016 -1.10% 1.65% 6.63% 2.79%
2015 5.29% -2.47% -3.28% 3.97%
2014 1.98% 0.14% 0.28% 2.79%
2013 11.01% 2.12% 2.21% 4.18%
2012 8.65% -2.95% 5.57% 3.57%
2011 1.34% 1.04% -11.36% 4.73%
2010 6.54% -8.07% 9.62% 6.98%

2009 -7.11% 12.31% 19.12% 1.31%
2008 -7.75% -1.94% -11.55% -8.77%
2007 3.41% 4.26% -0.93% -2.40%
2006 9.25% -4.37% 3.07% 7.90%
2005 3.93% 4.68% 8.61% 6.64%
2004 0.62% 0.20% 1.58% 6.98%
2003 -2.80% 11.07% 2.02% 6.14%
2002 0.10% -12.43% -17.15% 1.50%
2001 -9.87% 1.19% -15.10% 9.96%
2000 3.06% -3.61% 1.73% -6.85%
1999 6.77% 1.00% -4.10% 30.67%
1998 12.92% 2.04% -12.31% 15.23%
1997 5.27% 5.81% 10.40% -2.23%
1996 3.17% 2.32% 4.83% 3.46%
1995 -1.53% 2.78% 7.58% 5.30%
1994 -2.98% -5.52% 1.92% -1.59%
1993 2.76% 3.57% 6.47% 9.10%
1992 2.40% -0.05% 1.34% 12.65%
1991 16.33% 0.54% 4.21% -3.32%
1990 -7.99% 4.06% -18.24% 5.63%
1989 10.55% 6.89% 6.36% 5.06%
1988 3.87% 5.72% -0.12% 0.42%
1987 13.10% 11.76% 5.40% -22.18%
1986 4.70% -- -- --

Rank in Category (By Total Return)

YTD 81
1-Month 82
3-Month 81
1-Year 55
3-Year 69
5-Year 40

Load Adjusted Returns

1-Year -1.24%
3-Year 0.12%
5-Year 2.43%
10-Year 6.43%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category GBP Flexible Allocation
Fund Family Quilter Investors Limited
Net Assets 112.57M
YTD Return -6.02%
Yield 1.88%
Morningstar Rating
Inception Date Nov 28, 1985

Fund Summary

The fund aims to provide long term capital growth through the active management of a diversified portfolio. It will invest primarily, either directly or indirectly, in bond and equity investments, generally by investing in other Quilter Investors collective investment schemes. There are no specific restrictions as to the economic sectors or geographic regions that the fund may invest in.

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