LSE - Delayed Quote GBp

LF Canlife Portfolio V Fund B Accumulation (0P00010MDB.L)

163.15
-0.19
(-0.12%)
At close: September 17 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 6
Number of Years Down 1
Best 1Y Total Return 12.96%
Worst 1Y Total Return -5.36%
Best 3Y Total Return 12.96%
Worst 3Y Total Return 4.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00010MDB.L
Category
YTD
7.75%
2.91%
1-Month
0.08%
0.67%
3-Month
2.33%
2.91%
1-Year
14.35%
12.90%
3-Year
6.83%
6.44%
5-Year
7.38%
6.97%
10-Year
0.00%
4.88%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00010MDB.L
Category
2021
--
--
2020
6.22%
--
2019
12.96%
--
2018
-5.36%
--
2017
8.59%
--
2016
11.54%
--
2015
2.68%
1.35%
2014
7.05%
5.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 1.86% 3.63% -- --
2020 -12.47% 12.40% 0.78% 7.12%
2019 5.55% 3.46% 2.14% 1.27%
2018 -3.24% 4.57% 0.04% -6.51%
2017 3.32% 0.66% 1.10% 3.27%
2016 -0.15% 2.27% 7.36% 1.73%
2015 4.68% -2.12% -4.25% 4.66%
2014 0.24% 0.27% 2.44% 3.97%

Rank in Category (By Total Return)

YTD 34
1-Month 44
3-Month 56
1-Year 47
3-Year 35
5-Year 16

Load Adjusted Returns

1-Year 8.56%
3-Year 4.11%
5-Year 6.25%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category GBP Moderate Allocation
Fund Family Link Fund Solutions Limited
Net Assets 201.23M
YTD Return 7.75%
Yield 1.06%
Morningstar Rating
Inception Date Nov 28, 2013

Fund Summary

The LF Canlife Portfolio V Fund aims to achieve long-term capital growth whilst seeking to remain within a defined risk band. The Sub-fund invests primarily in collective investment schemes. It will usually invest in collective investment schemes outside of the Company which are managed by the Investment Manager but it may also invest in other collective investment schemes, such as ETFs. Its underlying exposure to equities may be up to 75% of the value of its portfolio.

Related Tickers