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LSE - Delayed Quote GBP
GAM Sustainable Emerg Eq Instl GBP Inc (0P0000Z71W.L)
23.30
-0.55
(-2.32%)
At close: April 3 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.22% |
| 5y Average Return | 11.58% |
| Number of Years Up | 7 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 3, 2025) | 45.00% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 45.00% |
| Worst 3Y Total Return | -2.05% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000Z71W.L
Category
- YTD
- 5.52%
- 0.00%
- 1-Month
- 1.17%
- 0.00%
- 3-Month
- 4.90%
- 0.00%
- 1-Year
- 13.51%
- 0.00%
- 3-Year
- 8.72%
- 0.00%
- 5-Year
- 7.88%
- 0.00%
- 10-Year
- 7.98%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000Z71W.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.35% | 5.03% | 2.28% | -2.66% |
| 2023 | 1.19% | -2.26% | -0.85% | 16.07% |
| 2022 | -6.71% | -6.68% | -8.08% | 10.77% |
| 2021 | 0.80% | 4.87% | -5.27% | -0.97% |
| 2020 | -20.82% | 17.70% | 5.10% | 18.94% |
| 2019 | 7.51% | 4.44% | -2.34% | 4.29% |
| 2018 | -2.22% | -3.11% | -1.30% | -7.93% |
| 2017 | 12.23% | 1.30% | 5.59% | 6.76% |
| 2016 | 11.39% | 12.00% | 13.12% | 2.75% |
| 2015 | 5.13% | -5.98% | -16.45% | 6.26% |
| 2014 | -0.67% | 6.21% | 1.23% | -6.65% |
| 2013 | 9.14% | -7.26% | 1.65% | 4.40% |
| 2012 | 5.48% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 2 |
| 1-Month | 12 |
| 3-Month | 11 |
| 1-Year | 11 |
| 3-Year | 3 |
| 5-Year | 7 |
Load Adjusted Returns
| 1-Year | 7.83% |
| 3-Year | 6.88% |
| 5-Year | 6.78% |
| 10-Year | 7.43% |
Performance & Risk
| YTD Return | 3.22% |
| 5y Average Return | 11.58% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | GAM Fund Management Limited |
| Net Assets | -- |
| YTD Return | 5.52% |
| Yield | 1.20% |
| Morningstar Rating | |
| Inception Date | Feb 21, 2023 |
Fund Summary
null
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