LSE - Delayed Quote GBP

Carvetian Savanna Fund Income Shares (0P0000HKFV.L)

1.9337
+0.0269
+(1.41%)
As of January 17 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.89%
5y Average Return 7.51%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Jan 17, 2025) 17.48%
Worst 1Y Total Return (Jan 17, 2025) --
Best 3Y Total Return 17.48%
Worst 3Y Total Return -1.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000HKFV.L
Category
YTD
12.40%
0.00%
1-Month
-2.01%
0.00%
3-Month
2.73%
0.00%
1-Year
12.40%
0.00%
3-Year
1.60%
0.00%
5-Year
7.25%
0.00%
10-Year
4.63%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000HKFV.L
Category
2024
12.40%
--
2023
--
--
2022
-12.39%
--
2021
17.48%
--
2020
15.18%
--
2019
14.14%
--
2018
-9.81%
--
2017
1.99%
--

2016
3.96%
--
2015
1.47%
--
2014
11.39%
--
2013
14.97%
--
2012
2.71%
--
2011
-4.10%
--
2010
9.56%
--
2009
19.49%
--
2008
-17.63%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.93% 1.40% 0.91% 2.73%
2023 1.38% 1.12% 0.07% --
2022 -6.47% -8.62% 1.99% 0.50%
2021 0.85% 5.30% 8.62% 1.84%
2020 -12.96% 16.33% 4.61% 8.74%
2019 5.05% 3.52% 2.73% 2.16%
2018 -5.46% 2.84% 0.89% -8.05%
2017 0.37% -2.13% 1.13% 2.68%
2016 -0.54% 0.39% 3.43% 0.67%
2015 12.14% -3.18% -6.97% 0.46%

2014 0.61% -1.03% 5.97% 5.56%
2013 10.92% -1.77% 1.62% 3.84%
2012 1.90% 0.89% -1.67% 1.60%
2011 0.75% 0.77% -6.48% 1.00%
2010 4.55% -2.61% 3.24% 4.22%
2009 0.60% 8.01% 9.01% 0.89%
2008 -6.51% 0.94% -5.71% -7.43%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 6.78%
3-Year -0.12%
5-Year 6.16%
10-Year 4.09%

Performance & Risk

YTD Return 2.89%
5y Average Return 7.51%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Yealand Fund Services Limited
Net Assets 44.66M
YTD Return 12.40%
Yield 0.74%
Morningstar Rating --
Inception Date Dec 10, 2007

Fund Summary

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