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LSE - Delayed Quote GBP

The Lowesby Balanced (0P0000TO32.L)

1.6499
+0.0227
+(1.40%)
As of April 30 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -3.10%
5y Average Return 5.96%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 18.13%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 18.13%
Worst 3Y Total Return 1.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000TO32.L
Category
YTD
-1.73%
0.00%
1-Month
-3.37%
0.00%
3-Month
-1.73%
0.00%
1-Year
2.13%
0.00%
3-Year
2.40%
0.00%
5-Year
7.78%
0.00%
10-Year
5.67%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000TO32.L
Category
2024
9.37%
--
2023
5.58%
--
2022
-9.82%
--
2021
15.98%
--
2020
8.05%
--
2019
18.13%
--
2018
-4.89%
--
2017
11.31%
--

2016
9.98%
--
2015
3.26%
--
2014
5.80%
--
2013
9.83%
--
2012
12.58%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.23% 2.23% -0.33% 1.99%
2023 0.58% 0.16% 1.03% 3.73%
2022 -4.68% -6.90% -1.30% 2.96%
2021 -0.76% 9.73% 2.29% 4.12%
2020 -11.84% 14.19% 4.05% 3.16%
2019 6.94% 5.65% 1.74% 2.76%
2018 -4.44% 5.80% 2.32% -8.07%
2017 5.15% 1.30% 1.13% 3.34%
2016 -1.61% 2.32% 6.91% 2.19%
2015 4.90% -2.53% -4.24% 5.46%

2014 0.45% 2.12% 0.79% 2.34%
2013 6.79% -1.23% 2.20% 1.88%
2012 6.16% -2.04% 5.86% 2.26%
2011 -8.56% 3.37% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 2.13%
3-Year 2.40%
5-Year 7.78%
10-Year 5.67%

Performance & Risk

YTD Return -3.10%
5y Average Return 5.96%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Yealand Fund Services Limited
Net Assets 187.94M
YTD Return -1.73%
Yield 1.89%
Morningstar Rating
Inception Date Jun 22, 2011

Fund Summary

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