LSE - Delayed Quote GBP

Halifax Cautious Managed Fund (0P00019ZHX.L)

1.1590
+0.0050
+(0.43%)
At close: January 22 at 12:00:00 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 1.41%
5y Average Return 0.39%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (Jan 21, 2025) 12.96%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 12.96%
Worst 3Y Total Return -3.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019ZHX.L
Category
YTD
3.93%
0.00%
1-Month
-0.96%
0.00%
3-Month
-0.87%
0.00%
1-Year
3.93%
0.00%
3-Year
-0.98%
0.00%
5-Year
0.28%
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
0P00019ZHX.L
Category
2024
3.93%
--
2023
7.99%
--
2022
-13.48%
--
2021
5.68%
--
2020
-1.16%
--
2019
12.96%
--
2018
-6.03%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.37% 1.44% 1.95% -0.87%
2023 2.47% -2.60% 1.98% 6.10%
2022 -3.84% -7.45% -8.72% 6.51%
2021 0.72% 3.22% 0.43% 1.21%
2020 -15.16% 9.47% -1.44% 7.98%
2019 6.11% 2.66% 1.94% 1.72%
2018 -3.88% 4.72% -0.94% -5.76%
2017 1.19% 0.68% 2.72% --

Rank in Category (By Total Return)

YTD 89
1-Month 38
3-Month 76
1-Year 89
3-Year 88
5-Year 96

Load Adjusted Returns

1-Year 3.93%
3-Year -0.98%
5-Year 0.28%
10-Year --

Performance & Risk

YTD Return 1.41%
5y Average Return 0.39%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category --
Fund Family HBOS Investment Fund Managers Limited
Net Assets 1.92B
YTD Return 3.93%
Yield 3.33%
Morningstar Rating
Inception Date Nov 10, 2014

Fund Summary

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