LSE - Delayed Quote GBP

First Sentier StewartInvGlblEmLdrBGBPInc (0P0000X4OE.L)

0.9856
-0.0092
(-0.92%)
At close: May 27 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -6.84%
5y Average Return 3.56%
Number of Years Up 4
Number of Years Down 4
Best 1Y Total Return (May 30, 2025) 17.91%
Worst 1Y Total Return (May 30, 2025) --
Best 3Y Total Return 17.91%
Worst 3Y Total Return -3.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000X4OE.L
Category
YTD
-8.23%
0.00%
1-Month
0.04%
0.00%
3-Month
-9.84%
0.00%
1-Year
-5.87%
0.00%
3-Year
-1.49%
0.00%
5-Year
3.85%
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
0P0000X4OE.L
Category
2025
--
--
2024
-1.77%
--
2023
7.15%
--
2022
-2.28%
--
2021
5.76%
--
2020
0.00%
--
2019
-3.16%
--
2018
-7.47%
--

2017
17.91%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.27% -- -- --
2024 -3.83% 1.93% 0.99% -0.78%
2023 1.74% 1.02% -1.88% 6.25%
2022 0.16% -5.56% 2.71% 0.59%
2021 0.38% 4.41% 2.04% -1.11%
2020 -23.99% 16.49% 1.19% 11.61%
2019 -1.10% 4.88% -2.92% -3.82%
2018 -5.72% 2.75% -3.76% -0.75%
2017 9.86% -1.97% 1.19% 8.20%
2016 0.01% -- -- --

Rank in Category (By Total Return)

YTD 99
1-Month 6
3-Month 99
1-Year 96
3-Year 89
5-Year 62

Load Adjusted Returns

1-Year -5.87%
3-Year -1.49%
5-Year 3.85%
10-Year --

Performance & Risk

YTD Return -6.84%
5y Average Return 3.56%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category --
Fund Family First Sentier Investors (UK) Funds Ltd
Net Assets --
YTD Return -8.23%
Yield 0.91%
Morningstar Rating
Inception Date Sep 01, 2016

Fund Summary

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