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LSE - Delayed Quote GBP

Quilter Investors Glbl Uncons EqA £ Acc (0P000069D0.L)

1.7750
+0.0210
+(1.20%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -5.89%
5y Average Return 16.46%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (May 2, 2025) 26.16%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 26.16%
Worst 3Y Total Return -0.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000069D0.L
Category
YTD
-4.19%
0.00%
1-Month
-5.64%
0.00%
3-Month
-4.19%
0.00%
1-Year
0.89%
0.00%
3-Year
11.35%
0.00%
5-Year
19.03%
0.00%
10-Year
6.84%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000069D0.L
Category
2024
19.59%
--
2023
26.16%
--
2022
-5.09%
--
2021
16.24%
--
2020
-10.72%
--
2019
18.38%
--
2018
-6.78%
--
2017
9.94%
--

2016
15.82%
--
2015
3.07%
--
2014
2.84%
--
2013
22.08%
--
2012
16.74%
--
2011
-11.58%
--
2010
25.53%
--
2009
31.12%
--
2008
-34.73%
--
2007
5.78%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.57% 2.18% -1.97% 5.13%
2023 5.52% 8.72% 3.91% 5.84%
2022 -0.61% -7.10% 0.41% 2.38%
2021 14.21% 1.47% 1.60% -1.27%
2020 -40.39% 20.11% -6.18% 32.92%
2019 7.37% 7.65% -1.21% 3.68%
2018 -4.96% 7.14% 2.65% -10.82%
2017 4.02% -0.18% 0.18% 5.70%
2016 -1.65% 3.73% 9.74% 3.46%
2015 6.41% -2.33% -6.37% 5.91%

2014 -1.10% -0.28% -0.15% 4.45%
2013 13.68% -1.34% 3.18% 5.48%
2012 12.53% -7.02% 7.00% 4.27%
2011 2.53% 1.86% -18.63% 4.06%
2010 9.73% -7.90% 12.92% 10.01%
2009 -4.38% 14.34% 20.60% -0.55%
2008 -7.40% -2.31% -18.61% -11.34%
2007 4.57% 3.95% -0.84% -1.85%
2006 3.55% 6.43% -- --

Rank in Category (By Total Return)

YTD 56
1-Month 56
3-Month 56
1-Year 40
3-Year 3
5-Year 8

Load Adjusted Returns

1-Year 0.89%
3-Year 11.35%
5-Year 19.03%
10-Year 6.84%

Performance & Risk

YTD Return -5.89%
5y Average Return 16.46%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Quilter Investors Limited
Net Assets --
YTD Return -4.19%
Yield 0.00%
Morningstar Rating
Inception Date Jun 13, 2006

Fund Summary

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