LSE - Delayed Quote GBP

MGTS Sentinel Defensive Portfolio (0P0000GH7W.L)

1.3698
+0.0003
+(0.02%)
At close: January 24 at 12:00:00 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 0.51%
5y Average Return 1.24%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Jan 24, 2025) 7.40%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 7.40%
Worst 3Y Total Return -0.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000GH7W.L
Category
YTD
2.71%
0.00%
1-Month
-0.31%
0.00%
3-Month
-0.60%
0.00%
1-Year
2.71%
0.00%
3-Year
1.30%
0.00%
5-Year
1.17%
0.00%
10-Year
1.05%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000GH7W.L
Category
2024
2.71%
--
2023
6.15%
--
2022
-4.65%
--
2021
1.83%
--
2020
0.14%
--
2019
1.05%
--
2018
-1.19%
--
2017
1.08%
--

2016
2.35%
--
2015
1.37%
--
2014
2.79%
--
2013
5.35%
--
2012
7.40%
--
2011
-0.41%
--
2010
6.72%
--
2009
19.06%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.54% 0.58% 2.19% -0.60%
2023 1.69% -0.75% 1.75% 3.37%
2022 -2.06% -3.96% -4.06% 5.66%
2021 0.44% 0.94% -0.07% 0.51%
2020 -5.34% 3.25% 0.53% 1.92%
2019 -0.14% 0.87% 0.42% -0.09%
2018 0.16% -1.03% -0.20% -0.11%
2017 0.80% 0.48% 0.66% -0.86%
2016 -0.15% 0.27% 1.14% 1.07%
2015 1.77% 0.00% -0.90% 0.52%

2014 0.69% 1.45% 0.19% 0.43%
2013 1.93% 0.30% 1.60% 1.42%
2012 2.93% -0.82% 3.47% 1.68%
2011 1.01% 1.05% -3.59% 1.20%
2010 3.06% -2.37% 3.50% 2.48%
2009 -1.86% 9.33% 10.42% 0.49%
2008 -6.57% -9.85% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -2.70%
3-Year -0.51%
5-Year 0.09%
10-Year 0.50%

Performance & Risk

YTD Return 0.51%
5y Average Return 1.24%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Atlantic House Investments Limited
Net Assets 57.87M
YTD Return 2.71%
Yield 0.00%
Morningstar Rating
Inception Date May 01, 2008

Fund Summary

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