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LSE - Delayed Quote GBP

Rathbone Greenbank Global Sus S Acc (0P0001DWJM.L)

1.4669
+0.0198
+(1.37%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -2.76%
5y Average Return 6.28%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 2, 2025) 32.52%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 32.52%
Worst 3Y Total Return -3.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001DWJM.L
Category
YTD
-4.31%
0.00%
1-Month
-5.51%
0.00%
3-Month
-4.31%
0.00%
1-Year
-7.55%
0.00%
3-Year
-0.71%
0.00%
5-Year
7.73%
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
0P0001DWJM.L
Category
2024
5.95%
--
2023
10.39%
--
2022
-24.06%
--
2021
15.60%
--
2020
32.52%
--
2019
25.12%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.66% 0.24% -2.79% -0.85%
2023 2.15% 2.94% -4.89% 10.38%
2022 -13.18% -14.89% -0.41% 3.19%
2021 -2.08% 7.68% 4.04% 5.37%
2020 -10.26% 21.34% 9.20% 11.44%
2019 9.68% 10.09% -1.15% 4.82%
2018 -10.46% -- -- --

Rank in Category (By Total Return)

YTD 23
1-Month 12
3-Month 23
1-Year 89
3-Year 92
5-Year 83

Load Adjusted Returns

1-Year -7.55%
3-Year -0.71%
5-Year 7.73%
10-Year --

Performance & Risk

YTD Return -2.76%
5y Average Return 6.28%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Rathbones Asset Management Limited
Net Assets 66.49M
YTD Return -4.31%
Yield 1.26%
Morningstar Rating
Inception Date Jul 16, 2018

Fund Summary

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