LSE - Delayed Quote GBp
Scottish Widows Cau Inc Port 2 A Inc (0P0000100C.L)
At close: October 10 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.07% |
| 5y Average Return | 0.79% |
| Number of Years Up | 15 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 10, 2024) | 15.66% |
| Worst 1Y Total Return (Oct 10, 2024) | -- |
| Best 3Y Total Return | 15.66% |
| Worst 3Y Total Return | -2.61% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000100C.L
Category
- YTD
- 5.40%
- 0.00%
- 1-Month
- 1.02%
- 0.00%
- 3-Month
- 2.97%
- 0.00%
- 1-Year
- 11.77%
- 0.00%
- 3-Year
- -0.24%
- 0.00%
- 5-Year
- 0.64%
- 0.00%
- 10-Year
- 2.41%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000100C.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.63% | 0.73% | 2.97% | -- |
| 2023 | 1.38% | -0.86% | 0.06% | 6.05% |
| 2022 | -3.90% | -5.87% | -6.22% | 2.87% |
| 2021 | -0.89% | 2.08% | 0.32% | 1.20% |
| 2020 | -8.33% | 8.14% | -0.35% | 4.30% |
| 2019 | 4.30% | 1.89% | 2.82% | -0.58% |
| 2018 | -2.64% | 1.70% | -0.04% | -3.07% |
| 2017 | 2.00% | 0.31% | 0.11% | 2.20% |
| 2016 | 1.22% | 3.15% | 6.77% | -0.74% |
| 2015 | 3.13% | -3.18% | -1.74% | 0.71% |
| 2014 | 1.09% | 1.75% | 0.83% | 2.43% |
| 2013 | 3.41% | -2.48% | 2.03% | 1.10% |
| 2012 | 2.20% | 0.31% | 3.22% | 2.36% |
| 2011 | 1.26% | 1.41% | -1.76% | 4.54% |
| 2010 | 3.93% | -1.30% | 5.73% | -0.26% |
| 2009 | -4.70% | 8.73% | 10.11% | 1.38% |
| 2008 | -2.66% | -0.40% | -3.43% | -3.39% |
| 2007 | 0.16% | -1.55% | 0.60% | 1.82% |
| 2006 | 0.96% | -1.62% | 3.51% | 1.08% |
| 2005 | 0.44% | 3.50% | 2.50% | 2.44% |
| 2004 | 3.29% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 25 |
| 3-Month | 32 |
| 1-Year | 34 |
| 3-Year | 72 |
| 5-Year | 82 |
Load Adjusted Returns
| 1-Year | 3.95% |
| 3-Year | -2.62% |
| 5-Year | -0.81% |
| 10-Year | 1.67% |
Performance & Risk
| YTD Return | 5.07% |
| 5y Average Return | 0.79% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Scottish Widows Unit Trust Managers Ltd |
| Net Assets | 367.05M |
| YTD Return | 5.40% |
| Yield | 3.47% |
| Morningstar Rating | |
| Inception Date | Jul 24, 2017 |
Fund Summary
Fund Summary Information Not Available
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