LSE - Delayed Quote GBp
BMO Global Equity Fund 4 Inc (0P000021FJ.L)
137.70
0.00
(0.00%)
At close: May 24 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | 4 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
| Best 1Y Total Return | 29.38% |
| Worst 1Y Total Return | -24.87% |
| Best 3Y Total Return | 29.38% |
| Worst 3Y Total Return | -3.01% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000021FJ.L
Category
- YTD
- 9.46%
- 6.49%
- 1-Month
- -1.50%
- 1.34%
- 3-Month
- 6.09%
- 6.49%
- 1-Year
- 23.73%
- 11.04%
- 3-Year
- 8.30%
- 2.69%
- 5-Year
- 10.77%
- 6.63%
- 10-Year
- 12.07%
- 2.24%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000021FJ.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 7.87% | -- | -- | -- |
| 2020 | -16.48% | 15.90% | 1.19% | 7.17% |
| 2019 | 7.32% | 6.29% | 3.78% | -1.19% |
| 2018 | -6.99% | 7.98% | 5.57% | -10.17% |
| 2017 | 3.97% | 1.12% | 1.20% | 6.37% |
| 2016 | 2.49% | 6.10% | 9.46% | 7.48% |
| 2015 | 7.36% | -5.59% | -7.49% | 12.71% |
| 2014 | 1.93% | 3.95% | 4.70% | 7.88% |
| 2013 | 16.70% | 1.84% | 2.25% | 6.45% |
| 2012 | 8.05% | -3.65% | 4.85% | 0.42% |
| 2011 | 2.18% | -0.49% | -12.85% | 7.29% |
| 2010 | 8.25% | -10.72% | 3.62% | 12.76% |
| 2009 | -5.54% | 4.58% | 18.91% | 4.39% |
| 2008 | -9.86% | 2.16% | -13.80% | -5.35% |
| 2007 | 3.49% | 4.44% | 4.47% | 0.41% |
| 2006 | 7.30% | -6.48% | 2.14% | 4.49% |
| 2005 | 2.56% | 4.87% | 9.54% | 8.37% |
| 2004 | 0.00% | 0.48% | 0.71% | 4.34% |
| 2003 | -3.92% | 8.21% | 4.00% | 4.77% |
Rank in Category (By Total Return)
| YTD | 6 |
| 1-Month | 72 |
| 3-Month | 50 |
| 1-Year | 63 |
| 3-Year | 59 |
| 5-Year | 49 |
Load Adjusted Returns
| 1-Year | 29.35% |
| 3-Year | 9.96% |
| 5-Year | 13.01% |
| 10-Year | 12.11% |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Fund Overview
| Category | Global Large-Cap Blend Equity |
| Fund Family | BMO Fund Management Limited |
| Net Assets | 31.18M |
| YTD Return | 9.46% |
| Yield | 1.52% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2002 |
Fund Summary
The Fund aims to achieve medium to long-term capital growth, with some income. The Fund invests primarily in equities of companies which may be listed, quoted or traded anywhere in the world. The Fund generally invests in large companies and on the worldâs main markets but may, at the investment managerâs discretion, also invest in smaller or medium sized companies and on smaller markets. The Fund may be invested in any industry sector and in any country.
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