LSE - Delayed Quote GBP
Quilter Inv Em Mkts Eq Gr A (GBP) Acc (0P0000YKZP.L)
1.7200
-0.0090
(-0.52%)
At close: January 22 at 12:00:00 AM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.49% |
| 5y Average Return | 0.12% |
| Number of Years Up | 6 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Jan 22, 2025) | 36.34% |
| Worst 1Y Total Return (Jan 22, 2025) | -- |
| Best 3Y Total Return | 36.34% |
| Worst 3Y Total Return | -9.14% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000YKZP.L
Category
- YTD
- 2.97%
- 0.00%
- 1-Month
- 0.85%
- 0.00%
- 3-Month
- -1.48%
- 0.00%
- 1-Year
- 2.97%
- 0.00%
- 3-Year
- -5.33%
- 0.00%
- 5-Year
- 0.12%
- 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
0P0000YKZP.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.16% | 2.70% | -1.35% | -1.48% |
| 2023 | 0.74% | -1.29% | -3.67% | 4.33% |
| 2022 | -12.91% | -4.04% | -3.24% | 1.96% |
| 2021 | -4.41% | 5.93% | -5.55% | -4.81% |
| 2020 | -16.46% | 24.49% | 8.44% | 15.51% |
| 2019 | 11.54% | 8.10% | 0.82% | 3.19% |
| 2018 | -4.49% | -0.64% | -1.22% | -4.43% |
| 2017 | 10.41% | 3.65% | 5.12% | 6.91% |
| 2016 | 9.30% | 9.90% | 14.40% | -0.78% |
| 2015 | 6.36% | -8.28% | -13.17% | 3.39% |
| 2014 | -0.62% | 5.24% | -0.26% | 1.15% |
| 2013 | -2.71% | -0.24% | -- | -- |
Rank in Category (By Total Return)
| YTD | 87 |
| 1-Month | 56 |
| 3-Month | 60 |
| 1-Year | 87 |
| 3-Year | 93 |
| 5-Year | 82 |
Load Adjusted Returns
| 1-Year | 2.97% |
| 3-Year | -5.33% |
| 5-Year | 0.12% |
| 10-Year | 5.67% |
Performance & Risk
| YTD Return | 3.49% |
| 5y Average Return | 0.12% |
| Rank in Category (ytd) | 87 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Quilter Investors Limited |
| Net Assets | -- |
| YTD Return | 2.97% |
| Yield | 0.06% |
| Morningstar Rating | |
| Inception Date | Sep 14, 2015 |
Fund Summary
null
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