LSE - Delayed Quote GBp

UWS External Balanced Collection B (0P0000N4H5.L)

436.13 +2.24 (+0.52%)
At close: November 25 at 8:00 PM GMT
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DELL
  • Previous Close 433.89
  • YTD Return 7.68%
  • Expense Ratio 0.00%
  • Category --
  • Last Cap Gain --
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 125.17M
  • Beta (5Y Monthly) 0.86
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend --
  • Inception Date Nov 4, 2002

Utmost Wealth Solutions

Fund Family

--

Fund Category

125.17M

Net Assets

2002-11-04

Inception Date

Performance Overview: 0P0000N4H5.L

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Trailing returns as of 11/25/2024.

YTD Return

0P0000N4H5.L
7.68%
Category
0.00%
 

1-Year Return

0P0000N4H5.L
17.78%
Category
0.00%
 

3-Year Return

0P0000N4H5.L
2.22%
Category
0.00%
 

5-Year Return

0P0000N4H5.L
6.03%
Category
0.00%
 

Holdings: 0P0000N4H5.L

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Sector Weightings

Sector0P0000N4H5.L
Technology   17.07%
Industrials   12.41%
Healthcare   11.12%
Energy   4.72%
Utilities   2.11%
Real Estate   1.23%

Recent News: 0P0000N4H5.L

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Research Reports: 0P0000N4H5.L

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