LSE - Delayed Quote GBP

Marriott IF First World Equity Acc (0P0000JM58.L)

2.6009
-0.0304
(-1.16%)
At close: January 27 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 4.19%
5y Average Return 5.10%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (Jan 24, 2025) 18.35%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 18.35%
Worst 3Y Total Return 2.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000JM58.L
Category
YTD
6.31%
0.00%
1-Month
-0.14%
0.00%
3-Month
2.08%
0.00%
1-Year
6.31%
0.00%
3-Year
2.11%
0.00%
5-Year
4.76%
0.00%
10-Year
6.70%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000JM58.L
Category
2024
6.31%
--
2023
-0.82%
--
2022
0.97%
--
2021
13.82%
--
2020
4.12%
--
2019
17.52%
--
2018
-4.31%
--
2017
5.35%
--

2016
18.35%
--
2015
8.14%
--
2014
5.75%
--
2013
18.00%
--
2012
3.45%
--
2011
1.52%
--
2010
7.04%
--
2009
7.48%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.98% -0.53% 1.67% 2.08%
2023 -1.64% 1.23% -3.36% 3.08%
2022 -1.27% -2.63% -0.18% 5.22%
2021 0.25% 5.06% 1.74% 6.21%
2020 -9.43% 9.51% 3.90% 1.02%
2019 8.21% 6.02% 3.96% -1.46%
2018 -9.30% 5.66% 6.31% -6.08%
2017 6.13% 0.61% -2.34% 1.04%
2016 4.77% 8.81% 2.78% 1.01%
2015 5.02% -5.99% -0.15% 9.69%

2014 -0.80% 1.22% 0.99% 4.29%
2013 15.78% 1.23% -2.66% 3.43%
2012 1.51% 0.03% 3.48% -1.54%
2011 3.86% 0.97% -9.12% 6.51%
2010 4.05% -12.02% 9.67% 6.63%
2009 -15.02% 0.87% 18.21% 6.06%
2008 -0.19% -- -- --

Rank in Category (By Total Return)

YTD 89
1-Month 13
3-Month 74
1-Year 89
3-Year 85
5-Year 93

Load Adjusted Returns

1-Year 3.12%
3-Year 1.08%
5-Year 4.12%
10-Year 6.38%

Performance & Risk

YTD Return 4.19%
5y Average Return 5.10%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Marriott Singer Ltd
Net Assets 76.37M
YTD Return 6.31%
Yield 0.00%
Morningstar Rating
Inception Date Sep 01, 2008

Fund Summary

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