LSE - Delayed Quote GBP

IFSL Ravenscroft Balanced B Inc (0P0001AKGX.L)

1.2230
+0.0030
+(0.25%)
At close: January 6 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 0.66%
5y Average Return 2.95%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Jan 6, 2025) 14.09%
Worst 1Y Total Return (Jan 6, 2025) --
Best 3Y Total Return 14.09%
Worst 3Y Total Return 0.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001AKGX.L
Category
YTD
5.64%
0.00%
1-Month
-1.65%
0.00%
3-Month
0.44%
0.00%
1-Year
5.64%
0.00%
3-Year
0.50%
0.00%
5-Year
2.87%
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
0P0001AKGX.L
Category
2024
5.64%
--
2023
5.98%
--
2022
-9.35%
--
2021
5.33%
--
2020
7.77%
--
2019
14.09%
--
2018
-2.29%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.81% 0.46% 1.83% 0.44%
2023 1.68% -0.45% -0.09% 4.79%
2022 -4.37% -6.20% -1.42% 2.52%
2021 -0.92% 4.92% -0.08% 1.40%
2020 -8.81% 10.45% 1.60% 5.32%
2019 7.09% 3.88% 1.73% 0.82%
2018 -2.25% 2.75% 2.44% -5.04%
2017 2.67% -- -- --

Rank in Category (By Total Return)

YTD 69
1-Month 81
3-Month 41
1-Year 69
3-Year 64
5-Year 48

Load Adjusted Returns

1-Year 5.64%
3-Year 0.50%
5-Year 2.87%
10-Year --

Performance & Risk

YTD Return 0.66%
5y Average Return 2.95%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Ravenscroft Investments (UK) Limited
Net Assets 10.87M
YTD Return 5.64%
Yield 2.23%
Morningstar Rating
Inception Date Jun 15, 2017

Fund Summary

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