LSE - Delayed Quote GBP
Quilter Investors IG Corp Bd U2 GBP Inc (0P00011WJT.L)
0.9596
+0.0002
+(0.02%)
At close: March 27 at 8:00:00 PM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.19% |
| 5y Average Return | 1.40% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Mar 27, 2025) | 10.27% |
| Worst 1Y Total Return (Mar 27, 2025) | -- |
| Best 3Y Total Return | 10.27% |
| Worst 3Y Total Return | -2.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00011WJT.L
Category
- YTD
- 1.18%
- 0.00%
- 1-Month
- 0.43%
- 0.00%
- 3-Month
- 0.31%
- 0.00%
- 1-Year
- 4.95%
- 0.00%
- 3-Year
- 0.99%
- 0.00%
- 5-Year
- 0.61%
- 0.00%
- 10-Year
- 2.21%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00011WJT.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.12% | -0.12% | 2.24% | -0.66% |
| 2023 | 1.90% | -2.43% | 1.49% | 9.28% |
| 2022 | -4.36% | -7.09% | -8.98% | 8.11% |
| 2021 | -2.62% | 1.35% | -0.39% | -0.36% |
| 2020 | -3.32% | 6.92% | 1.66% | 2.59% |
| 2019 | 3.35% | 2.29% | 1.96% | 0.83% |
| 2018 | -1.12% | 0.00% | 0.18% | -1.25% |
| 2017 | 1.84% | 1.42% | 0.41% | 1.42% |
| 2016 | 1.82% | 1.77% | 5.02% | -1.78% |
| 2015 | 3.09% | -2.69% | 0.51% | 1.10% |
| 2014 | 0.76% | 1.58% | -- | -- |
Rank in Category (By Total Return)
| YTD | 98 |
| 1-Month | 91 |
| 3-Month | 88 |
| 1-Year | 80 |
| 3-Year | 15 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 4.95% |
| 3-Year | 0.99% |
| 5-Year | 0.61% |
| 10-Year | 2.21% |
Performance & Risk
| YTD Return | -0.19% |
| 5y Average Return | 1.40% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Quilter Investors Limited |
| Net Assets | 228M |
| YTD Return | 1.18% |
| Yield | 4.27% |
| Morningstar Rating | |
| Inception Date | May 28, 2013 |
Fund Summary
Fund Summary Information Not Available
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