LSE - Delayed Quote GBP

Quilter Inv Natrl Res Eq A (GBP) Acc (0P0000YLHE.L)

1.3230
+0.0110
+(0.84%)
At close: May 27 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 0.68%
5y Average Return 7.49%
Number of Years Up 6
Number of Years Down 5
Best 1Y Total Return (May 27, 2025) 82.74%
Worst 1Y Total Return (May 27, 2025) --
Best 3Y Total Return 82.74%
Worst 3Y Total Return -1.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000YLHE.L
Category
YTD
-2.28%
0.00%
1-Month
-4.25%
0.00%
3-Month
-7.89%
0.00%
1-Year
-16.46%
0.00%
3-Year
-6.00%
0.00%
5-Year
7.55%
0.00%
10-Year
4.69%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000YLHE.L
Category
2025
--
--
2024
-7.66%
--
2023
-5.20%
--
2022
8.53%
--
2021
20.47%
--
2020
12.00%
--
2019
12.62%
--
2018
-12.57%
--

2017
9.74%
--
2016
82.74%
--
2015
-34.56%
--
2014
-16.41%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.05% -- -- --
2024 0.21% 0.35% -2.87% -5.47%
2023 -5.13% -3.72% 3.14% 0.64%
2022 13.59% -15.98% 6.67% 6.61%
2021 2.35% 6.89% 3.50% 6.38%
2020 -24.85% 22.72% 2.98% 17.93%
2019 9.12% 3.21% -1.07% 1.08%
2018 -8.48% 14.41% -3.39% -13.57%
2017 1.45% -7.98% 8.69% 8.14%
2016 17.61% 21.95% 15.50% 10.32%

2015 -4.46% -4.89% -27.69% -0.40%
2014 0.97% 6.50% -7.44% -16.01%
2013 12.93% -3.25% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 47
3-Month 48
1-Year 70
3-Year 69
5-Year 69

Load Adjusted Returns

1-Year -16.46%
3-Year -6.00%
5-Year 7.55%
10-Year 4.69%

Performance & Risk

YTD Return 0.68%
5y Average Return 7.49%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Quilter Investors Limited
Net Assets --
YTD Return -2.28%
Yield 0.53%
Morningstar Rating
Inception Date Sep 14, 2015

Fund Summary

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