LSE - Delayed Quote GBP

MGI UK Equity (0P00007ZIK.L)

233.84
+1.36
+(0.58%)
At close: January 21 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 2.83%
5y Average Return 3.51%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Jan 21, 2025) 24.92%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 24.92%
Worst 3Y Total Return -1.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00007ZIK.L
Category
YTD
11.35%
0.00%
1-Month
-1.09%
0.00%
3-Month
-0.73%
0.00%
1-Year
11.35%
0.00%
3-Year
1.27%
0.00%
5-Year
3.00%
0.00%
10-Year
5.69%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00007ZIK.L
Category
2024
11.35%
--
2023
9.95%
--
2022
-15.18%
--
2021
14.92%
--
2020
-2.85%
--
2019
22.43%
--
2018
-8.83%
--
2017
14.30%
--

2016
12.47%
--
2015
4.50%
--
2014
1.60%
--
2013
24.92%
--
2012
12.25%
--
2011
-1.06%
--
2010
14.84%
--
2009
22.02%
--
2008
-34.42%
--
2007
1.02%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.99% 4.47% 4.25% -0.73%
2023 3.68% 0.31% 1.62% 4.05%
2022 -9.96% -10.65% -3.87% 9.67%
2021 4.54% 3.85% 2.92% 2.86%
2020 -27.57% 16.46% 0.52% 14.57%
2019 9.22% 5.61% -0.31% 6.48%
2018 -5.26% 10.43% -0.25% -12.64%
2017 4.36% 2.35% 2.51% 4.39%
2016 -1.92% 4.33% 6.91% 2.82%
2015 5.11% -1.90% -3.85% 5.39%

2014 0.30% 0.08% -1.38% 2.64%
2013 12.21% -1.19% 4.64% 7.68%
2012 5.87% -1.43% 3.84% 3.59%
2011 0.57% 2.90% -11.79% 8.38%
2010 6.32% -10.44% 12.92% 6.80%
2009 -11.07% 8.41% 21.62% 4.07%
2008 -9.29% -4.01% -13.85% -12.57%
2007 2.50% 3.53% -2.71% -2.16%

Rank in Category (By Total Return)

YTD 9
1-Month 27
3-Month 52
1-Year 9
3-Year 89
5-Year 78

Load Adjusted Returns

1-Year 11.35%
3-Year 1.27%
5-Year 3.00%
10-Year 5.69%

Performance & Risk

YTD Return 2.83%
5y Average Return 3.51%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Mercer Global Investments Management Ltd
Net Assets --
YTD Return 11.35%
Yield 0.00%
Morningstar Rating
Inception Date Nov 04, 2021

Fund Summary

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