LSE - Delayed Quote GBP

True Potential Allianz Gr Acc (0P000183XR.L)

1.8669
+0.0104
+(0.56%)
At close: March 3 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 3.29%
5y Average Return 6.94%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Mar 3, 2025) 17.32%
Worst 1Y Total Return (Mar 3, 2025) --
Best 3Y Total Return 17.32%
Worst 3Y Total Return 1.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000183XR.L
Category
YTD
3.81%
0.00%
1-Month
3.81%
0.00%
3-Month
4.87%
0.00%
1-Year
14.38%
0.00%
3-Year
6.14%
0.00%
5-Year
6.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000183XR.L
Category
2024
10.99%
--
2023
10.03%
--
2022
-9.98%
--
2021
12.68%
--
2020
3.55%
--
2019
17.32%
--
2018
-9.83%
--
2017
8.20%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.25% 1.42% 2.30% 0.69%
2023 3.11% 1.44% -0.32% 5.53%
2022 -3.22% -8.30% -2.06% 3.57%
2021 3.22% 4.91% 0.95% 3.07%
2020 -18.59% 13.86% 3.29% 8.15%
2019 7.99% 3.47% 1.64% 3.30%
2018 -5.86% 4.86% 0.30% -8.95%
2017 3.66% 0.39% 0.16% 3.82%
2016 8.46% 4.32% -- --

Rank in Category (By Total Return)

YTD 58
1-Month 58
3-Month 75
1-Year 62
3-Year 52
5-Year 63

Load Adjusted Returns

1-Year 14.38%
3-Year 6.14%
5-Year 6.00%
10-Year --

Performance & Risk

YTD Return 3.29%
5y Average Return 6.94%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category --
Fund Family True Potential Administration LLP
Net Assets 1.85B
YTD Return 3.81%
Yield 1.78%
Morningstar Rating
Inception Date May 19, 2016

Fund Summary

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