LSE - Delayed Quote GBP

Quilter Investors UK Eq Gr A (GBP) Acc (0P0000YCQ8.L)

1.4850
0.0000
(0.00%)
At close: January 20 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 2.06%
5y Average Return -1.03%
Number of Years Up 7
Number of Years Down 4
Best 1Y Total Return (Jan 17, 2025) 23.48%
Worst 1Y Total Return (Jan 17, 2025) --
Best 3Y Total Return 23.48%
Worst 3Y Total Return -6.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000YCQ8.L
Category
YTD
4.90%
0.00%
1-Month
-2.74%
0.00%
3-Month
-3.51%
0.00%
1-Year
4.90%
0.00%
3-Year
-3.24%
0.00%
5-Year
-1.14%
0.00%
10-Year
3.13%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000YCQ8.L
Category
2024
4.90%
--
2023
9.90%
--
2022
-21.42%
--
2021
14.14%
--
2020
-8.70%
--
2019
23.48%
--
2018
-9.89%
--
2017
12.51%
--

2016
10.97%
--
2015
3.72%
--
2014
-4.93%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.80% 3.68% 3.01% -3.51%
2023 2.14% 1.24% 1.23% 5.00%
2022 -11.15% -13.81% -3.17% 5.96%
2021 0.71% 8.26% 0.85% 3.81%
2020 -25.24% 13.37% 2.22% 5.39%
2019 9.46% 7.54% 1.50% 3.35%
2018 -4.98% 7.37% -1.77% -10.09%
2017 5.20% 2.70% 1.13% 2.97%
2016 -3.42% -0.12% 11.31% 3.36%
2015 5.69% 0.17% -6.08% 4.31%

2014 -1.59% -4.37% -2.07% 3.17%
2013 -1.67% 4.72% 8.75% --

Rank in Category (By Total Return)

YTD 91
1-Month 97
3-Month 99
1-Year 91
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year 4.90%
3-Year -3.24%
5-Year -1.14%
10-Year 3.13%

Performance & Risk

YTD Return 2.06%
5y Average Return -1.03%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Quilter Investors Limited
Net Assets 355.28M
YTD Return 4.90%
Yield 1.18%
Morningstar Rating
Inception Date Feb 17, 2014

Fund Summary

null

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