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LSE - Delayed Quote GBP

Overstone Global All Cap Value B Inc (0P0000UR89.L)

2.1570
+0.0070
+(0.33%)
At close: May 1 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 5.49%
5y Average Return 10.81%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (May 1, 2025) 31.55%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 31.55%
Worst 3Y Total Return -1.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000UR89.L
Category
YTD
5.07%
0.00%
1-Month
-2.99%
0.00%
3-Month
5.07%
0.00%
1-Year
4.58%
0.00%
3-Year
7.35%
0.00%
5-Year
11.50%
0.00%
10-Year
7.42%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000UR89.L
Category
2025
--
--
2024
2.71%
--
2023
20.92%
--
2022
-13.09%
--
2021
16.61%
--
2020
-4.85%
--
2019
21.26%
--
2018
-4.04%
--

2017
11.43%
--
2016
31.55%
--
2015
3.62%
--
2014
8.75%
--
2013
23.93%
--
2012
5.74%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.07% -- -- --
2024 3.20% -0.22% 1.24% -1.46%
2023 11.39% -1.59% 3.02% 7.07%
2022 -8.32% -4.72% -8.84% 9.13%
2021 11.68% 4.08% -1.89% 2.26%
2020 -26.98% 13.89% -2.71% 17.60%
2019 10.25% 4.14% 1.91% 3.63%
2018 -5.26% 8.10% 3.04% -9.06%
2017 2.41% 0.20% 5.49% 2.94%
2016 3.99% 5.62% 8.98% 9.90%

2015 8.69% -3.88% -5.28% 4.71%
2014 2.74% 1.91% 0.16% 3.71%
2013 12.58% 1.37% 1.79% 6.68%
2012 0.39% -0.39% 1.47% 4.20%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 4.58%
3-Year 7.35%
5-Year 11.50%
10-Year 7.42%

Performance & Risk

YTD Return 5.49%
5y Average Return 10.81%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Oldfield Partners LLP
Net Assets --
YTD Return 5.07%
Yield 2.28%
Morningstar Rating
Inception Date Jul 12, 2016

Fund Summary

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