Taiwan - Delayed Quote GBp

MGTS AFH DA Fund - MGTS AFH DA UK Alpha Fund (0P0001CRN6.L)

136.42 +1.20 (+0.89%)
At close: September 18 at 4:00 AM GMT+8

Performance Overview

Morningstar Return Rating --
YTD Return 9.26%
5y Average Return 6.10%
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return (Sep 18, 2024) 16.03%
Worst 1Y Total Return (Sep 18, 2024) --
Best 3Y Total Return 16.03%
Worst 3Y Total Return 1.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001CRN6.L
Category
YTD
11.30%
0.00%
1-Month
0.14%
0.00%
3-Month
2.52%
0.00%
1-Year
15.56%
0.00%
3-Year
7.07%
0.00%
5-Year
6.89%
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
0P0001CRN6.L
Category
2024
--
--
2023
10.66%
--
2022
-2.48%
--
2021
15.18%
--
2020
-5.78%
--
2019
16.03%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.24% 2.80% -- --
2023 7.47% -0.12% 1.36% 1.71%
2022 -0.81% -7.50% -3.76% 10.43%
2021 5.71% 5.19% 1.52% 2.03%
2020 -27.51% 13.11% -2.20% 17.49%
2019 8.98% 2.68% 0.06% 3.63%
2018 7.35% -1.63% -13.41% --

Rank in Category (By Total Return)

YTD 50
1-Month 82
3-Month 59
1-Year 70
3-Year 57
5-Year 16

Load Adjusted Returns

1-Year 15.56%
3-Year 7.07%
5-Year 6.89%
10-Year --

Performance & Risk

YTD Return 9.26%
5y Average Return 6.10%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category --
Fund Family AFH Independent Financial Services Ltd
Net Assets 47.47M
YTD Return 11.30%
Yield 2.33%
Morningstar Rating
Inception Date Apr 12, 2021

Fund Summary

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