LSE - Delayed Quote GBP
OHP Fund (0P0000J2JC.L)
36.65
0.00
(0.00%)
At close: May 15 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.28% |
| 5y Average Return | 9.68% |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 30, 2025) | 19.05% |
| Worst 1Y Total Return (May 30, 2025) | -- |
| Best 3Y Total Return | 19.05% |
| Worst 3Y Total Return | 5.00% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000J2JC.L
Category
- YTD
- -5.07%
- 0.00%
- 1-Month
- -3.50%
- 0.00%
- 3-Month
- -11.33%
- 0.00%
- 1-Year
- -0.72%
- 0.00%
- 3-Year
- 7.63%
- 0.00%
- 5-Year
- 9.68%
- 0.00%
- 10-Year
- 8.20%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000J2JC.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.63% | -- | -- | -- |
| 2024 | 8.90% | 1.14% | 1.31% | 2.07% |
| 2023 | 5.49% | 1.78% | 2.89% | 7.76% |
| 2022 | -2.66% | -8.52% | 0.03% | 4.41% |
| 2021 | 2.24% | 7.21% | 2.75% | 3.78% |
| 2020 | -11.63% | 15.09% | 2.28% | 5.13% |
| 2019 | 8.24% | 5.67% | 3.06% | 1.00% |
| 2018 | -5.71% | 8.89% | 7.13% | -13.69% |
| 2017 | 4.61% | 0.48% | 0.84% | 4.98% |
| 2016 | 2.57% | 5.61% | 6.36% | 1.90% |
| 2015 | 8.54% | -7.22% | -4.15% | 6.60% |
| 2014 | 1.55% | 1.17% | 1.74% | 4.09% |
| 2013 | 9.14% | -4.23% | 4.35% | 0.72% |
| 2012 | 5.53% | -3.02% | 2.69% | 1.36% |
| 2011 | -1.40% | 1.79% | -4.55% | 3.27% |
| 2010 | 6.66% | -5.70% | 8.11% | 7.50% |
| 2009 | -0.86% | 14.50% | 3.83% | -- |
Rank in Category (By Total Return)
| YTD | 71 |
| 1-Month | 95 |
| 3-Month | 94 |
| 1-Year | 86 |
| 3-Year | 3 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | -10.64% |
| 3-Year | 3.91% |
| 5-Year | 7.39% |
| 10-Year | 7.07% |
Performance & Risk
| YTD Return | -0.28% |
| 5y Average Return | 9.68% |
| Rank in Category (ytd) | 71 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Waverton Investment Management Ltd. (Link) |
| Net Assets | 14.4M |
| YTD Return | -5.07% |
| Yield | 0.64% |
| Morningstar Rating | |
| Inception Date | Jan 28, 2009 |
Fund Summary
Fund Summary Information Not Available
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