LSE - Delayed Quote GBp

CCLA CBF CoE Investment Acc (0P0000J1BN.L)

0.0000
0.0000
(0.00%)
At close: July 9 at 2:00:05 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -2.41%
5y Average Return 6.95%
Number of Years Up 21
Number of Years Down 6
Best 1Y Total Return (May 28, 2025) 22.43%
Worst 1Y Total Return (May 28, 2025) --
Best 3Y Total Return 22.43%
Worst 3Y Total Return 2.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000J1BN.L
Category
YTD
-4.80%
0.00%
1-Month
-1.84%
0.00%
3-Month
-9.07%
0.00%
1-Year
-1.43%
0.00%
3-Year
3.24%
0.00%
5-Year
7.20%
0.00%
10-Year
7.87%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000J1BN.L
Category
2025
--
--
2024
5.11%
--
2023
12.65%
--
2022
-9.11%
--
2021
17.54%
--
2020
10.23%
--
2019
22.43%
--
2018
1.84%
--

2017
13.12%
--
2016
15.32%
--
2015
5.47%
--
2014
9.54%
--
2013
16.56%
--
2012
16.42%
--
2011
-2.74%
--
2010
12.03%
--
2009
15.15%
--
2008
-22.34%
--
2007
5.83%
--
2006
13.91%
--
2005
19.63%
--
2004
11.00%
--
2003
17.22%
--
2002
-18.44%
--
2001
-11.42%
--
2000
-1.61%
--
1999
21.99%
--
1998
17.37%
--
1997
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.02% -- -- --
2024 3.64% 0.64% 0.37% 0.40%
2023 4.03% 0.93% -0.53% 7.85%
2022 -4.88% -5.62% 0.85% 0.38%
2021 0.33% 7.66% 2.19% 6.48%
2020 -11.08% 13.57% 3.65% 5.32%
2019 5.25% 9.48% 2.68% 3.48%
2018 -2.78% 6.99% 4.84% -6.62%
2017 3.55% 3.07% 1.57% 4.35%
2016 -0.54% 5.48% 6.28% 3.43%

2015 4.84% 0.86% -5.30% 5.32%
2014 0.49% 1.75% 2.16% 4.86%
2013 9.85% -1.60% 2.41% 5.30%
2012 9.25% -3.25% 6.77% 3.16%
2011 1.48% -0.17% -8.15% 4.52%
2010 4.52% -6.58% 9.16% 5.11%
2009 -10.32% 8.05% 13.02% 5.16%
2008 -7.75% -2.47% -10.21% -3.86%
2007 2.04% 3.61% -0.27% 0.37%
2006 7.06% -2.13% 3.53% 5.01%
2005 2.54% 4.57% 6.83% 4.43%
2004 -0.24% 2.31% 2.58% 6.02%
2003 -1.62% 8.66% 2.97% 6.50%
2002 1.20% -9.34% -15.38% 5.04%
2001 -7.18% 1.76% -12.08% 6.66%
2000 -2.14% 1.37% 0.46% -1.27%
1999 7.36% 2.89% -3.45% 14.38%
1998 15.96% 0.06% -10.16% 12.60%
1997 6.88% 10.23% 0.01% --

Rank in Category (By Total Return)

YTD 66
1-Month 47
3-Month 73
1-Year 91
3-Year 66
5-Year 53

Load Adjusted Returns

1-Year -1.43%
3-Year 3.24%
5-Year 7.20%
10-Year 7.87%

Performance & Risk

YTD Return -2.41%
5y Average Return 6.95%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CCLA Investment Management Ltd
Net Assets 2.03B
YTD Return -4.80%
Yield 0.00%
Morningstar Rating
Inception Date May 01, 1958

Fund Summary

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