LSE - Delayed Quote GBp

New Capital Global Eq Inc GBP UnH Inc (0P0000SAHA.L)

12,599.00 +36.00 (+0.29%)
At close: November 28 at 8:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 9.79%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down --
Best 1Y Total Return (Nov 27, 2024) 18.22%
Worst 1Y Total Return (Nov 27, 2024) --
Best 3Y Total Return 18.22%
Worst 3Y Total Return 10.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000SAHA.L
Category
YTD
8.51%
0.00%
1-Month
0.15%
0.00%
3-Month
-1.23%
0.00%
1-Year
18.64%
0.00%
3-Year
8.58%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000SAHA.L
Category
2024
--
--
2023
12.41%
--
2022
1.06%
--
2021
18.22%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.54% 2.22% 0.43% --
2023 2.60% 1.94% -0.18% 7.67%
2022 -1.51% -2.53% -0.83% 6.15%
2021 3.94% 4.07% 1.06% 8.14%
2020 4.18% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 78
3-Month 94
1-Year 45
3-Year 31
5-Year --

Load Adjusted Returns

1-Year 18.64%
3-Year 8.58%
5-Year --
10-Year --

Performance & Risk

YTD Return 9.79%
5y Average Return 0.00%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family EFG Asset Management (UK) Ltd
Net Assets --
YTD Return 8.51%
Yield 2.61%
Morningstar Rating
Inception Date Dec 01, 2017

Fund Summary

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