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LSE - Delayed Quote GBP

Quilter Investors Ethical Eq A (GBP) Acc (0P00001FBY.L)

2.0540
-0.0070
(-0.34%)
At close: May 7 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -3.96%
5y Average Return 12.65%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (May 6, 2025) 29.92%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 29.92%
Worst 3Y Total Return 3.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00001FBY.L
Category
YTD
-4.38%
0.00%
1-Month
-5.39%
0.00%
3-Month
-4.38%
0.00%
1-Year
-1.82%
0.00%
3-Year
5.63%
0.00%
5-Year
13.76%
0.00%
10-Year
8.87%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00001FBY.L
Category
2025
--
--
2024
9.49%
--
2023
20.91%
--
2022
-13.27%
--
2021
27.66%
--
2020
11.84%
--
2019
27.21%
--
2018
-15.45%
--

2017
11.96%
--
2016
28.99%
--
2015
2.88%
--
2014
2.35%
--
2013
29.92%
--
2012
12.88%
--
2011
-15.16%
--
2010
15.65%
--
2009
22.86%
--
2008
-30.89%
--
2007
2.59%
--
2006
16.04%
--
2005
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.38% -- -- --
2024 6.63% -0.10% 0.67% 2.09%
2023 6.35% 4.18% -1.11% 10.36%
2022 -6.85% -12.35% 2.49% 3.64%
2021 4.37% 8.44% 5.13% 7.29%
2020 -17.72% 16.53% 6.85% 9.17%
2019 11.27% 7.07% 3.51% 3.15%
2018 -7.89% 3.93% 2.66% -13.96%
2017 4.60% 1.14% 1.04% 4.73%
2016 5.73% 7.47% 10.48% 2.74%

2015 7.09% -3.75% -8.95% 9.63%
2014 0.32% 0.50% -2.16% 3.75%
2013 17.14% 0.98% 5.09% 4.51%
2012 10.23% -7.46% 4.98% 5.43%
2011 -0.30% 0.34% -21.21% 7.63%
2010 7.24% -8.76% 2.77% 15.01%
2009 -9.28% 10.51% 20.40% 1.79%
2008 -10.76% -4.88% -8.71% -10.81%
2007 1.91% 1.24% -0.61% 0.04%
2006 9.20% -6.54% 4.34% 8.97%
2005 8.81% -- -- --

Rank in Category (By Total Return)

YTD 58
1-Month 52
3-Month 58
1-Year 58
3-Year 26
5-Year 30

Load Adjusted Returns

1-Year -1.82%
3-Year 5.63%
5-Year 13.76%
10-Year 8.87%

Performance & Risk

YTD Return -3.96%
5y Average Return 12.65%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Quilter Investors Limited
Net Assets 170.88M
YTD Return -4.38%
Yield 0.00%
Morningstar Rating
Inception Date Sep 23, 2005

Fund Summary

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