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LSE - Delayed Quote GBP

Quilter Investors UK Equity Large-Cap Income Fund (0P00011WF8.L)

2.1160
+0.0090
+(0.43%)
As of May 6 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 6.49%
5y Average Return 13.23%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (May 6, 2025) 22.34%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 22.34%
Worst 3Y Total Return 0.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00011WF8.L
Category
YTD
2.57%
0.00%
1-Month
-3.69%
0.00%
3-Month
2.57%
0.00%
1-Year
11.61%
0.00%
3-Year
8.54%
0.00%
5-Year
13.06%
0.00%
10-Year
6.45%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00011WF8.L
Category
2025
--
--
2024
15.26%
--
2023
9.39%
--
2022
0.70%
--
2021
15.16%
--
2020
-7.74%
--
2019
22.34%
--
2018
-10.22%
--

2017
11.94%
--
2016
9.21%
--
2015
5.99%
--
2014
5.46%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.57% -- -- --
2024 5.92% 3.23% 2.92% 2.42%
2023 2.86% -1.73% 2.89% 5.19%
2022 1.85% -7.34% -3.93% 11.06%
2021 6.77% 2.21% 2.16% 3.30%
2020 -25.12% 10.06% -1.65% 13.82%
2019 9.30% 3.80% 3.44% 4.25%
2018 -3.65% 7.74% -2.44% -11.34%
2017 3.51% 3.55% 1.40% 3.00%
2016 -1.64% 0.65% 7.27% 2.83%

2015 5.38% -0.49% -3.12% 4.33%
2014 -0.66% 2.68% 2.68% 0.70%
2013 0.99% 4.69% 5.61% --

Rank in Category (By Total Return)

YTD 43
1-Month 81
3-Month 43
1-Year 16
3-Year 7
5-Year 20

Load Adjusted Returns

1-Year 11.61%
3-Year 8.54%
5-Year 13.06%
10-Year 6.45%

Performance & Risk

YTD Return 6.49%
5y Average Return 13.23%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Quilter Investors Limited
Net Assets 654.18M
YTD Return 2.57%
Yield 3.48%
Morningstar Rating
Inception Date Mar 27, 2013

Fund Summary

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