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LSE - Delayed Quote GBP

Folla Fund (0P00002AY9.L)

31.27
+0.42
+(1.36%)
At close: April 30 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -2.32%
5y Average Return 5.44%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 24.89%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 24.89%
Worst 3Y Total Return -1.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00002AY9.L
Category
YTD
-1.01%
0.00%
1-Month
-3.35%
0.00%
3-Month
-1.01%
0.00%
1-Year
4.84%
0.00%
3-Year
2.87%
0.00%
5-Year
7.08%
0.00%
10-Year
4.83%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00002AY9.L
Category
2024
10.03%
--
2023
4.19%
--
2022
-8.81%
--
2021
8.51%
--
2020
6.20%
--
2019
16.99%
--
2018
-5.28%
--
2017
11.79%
--

2016
10.31%
--
2015
3.34%
--
2014
9.71%
--
2013
7.97%
--
2012
4.62%
--
2011
-16.21%
--
2010
24.89%
--
2009
35.54%
--
2008
-37.35%
--
2007
28.56%
--
2006
15.25%
--
2005
28.39%
--
2004
8.89%
--
2003
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.88% 2.49% 1.28% 2.03%
2023 0.58% -0.45% 0.24% 3.80%
2022 -4.95% -6.73% -0.79% 3.68%
2021 1.43% 3.41% 0.19% 3.24%
2020 -15.30% 14.93% 0.96% 8.05%
2019 7.07% 5.50% 1.42% 2.11%
2018 -4.62% 6.53% 0.93% -7.64%
2017 3.73% 1.16% 2.60% 3.83%
2016 -0.36% 2.74% 5.99% 1.66%
2015 5.07% -2.88% -3.95% 5.43%

2014 0.75% 1.94% 1.93% 4.81%
2013 4.20% -5.73% 7.46% 2.29%
2012 8.15% -9.82% 3.70% 3.44%
2011 0.23% -5.19% -13.07% 1.43%
2010 8.51% -8.70% 14.22% 10.37%
2009 -2.24% 9.11% 17.97% 7.71%
2008 -12.95% 0.41% -17.02% -13.63%
2007 7.15% 9.24% 7.52% 2.15%
2006 12.25% -6.75% -0.86% 11.07%
2005 2.45% 6.56% 9.23% 7.67%
2004 0.55% -0.82% 3.95% 5.03%
2003 1.97% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -5.65%
3-Year -0.68%
5-Year 4.85%
10-Year 3.73%

Performance & Risk

YTD Return -2.32%
5y Average Return 5.44%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Evelyn Partners Fund Solutions Limited
Net Assets 10.87M
YTD Return -1.01%
Yield 0.87%
Morningstar Rating
Inception Date Sep 22, 2003

Fund Summary

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