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LSE - Delayed Quote GBp

Overstone Global Equity Income Fund FI GBP Acc (0P0001AHHG.L)

117.50
-0.30
(-0.25%)
At close: October 29 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return 16.63%
Worst 1Y Total Return -8.62%
Best 3Y Total Return 16.63%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001AHHG.L
Category
YTD
12.01%
5.43%
1-Month
-1.67%
1.38%
3-Month
-2.33%
5.43%
1-Year
38.40%
9.57%
3-Year
4.29%
2.77%
5-Year
0.00%
6.90%
10-Year
0.00%
2.53%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001AHHG.L
Category
2021
--
--
2020
-8.62%
--
2019
16.63%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 11.63% 2.90% -- --
2020 -27.07% 11.55% -2.83% 15.59%
2019 10.13% 2.95% 1.70% 1.15%
2018 -11.32% -- -- --

Rank in Category (By Total Return)

YTD 9
1-Month 100
3-Month 87
1-Year 7
3-Year --
5-Year --

Load Adjusted Returns

1-Year 29.03%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Global Equity Income
Fund Family Thesis Unit Trust Management Limited
Net Assets --
YTD Return 12.01%
Yield 0.00%
Morningstar Rating --
Inception Date Jul 04, 2017

Fund Summary

The Fund's objective is to achieve an income, rising over time, with some capital growth.

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