LSE - Delayed Quote GBP

Montanaro European Income £ Acc (0P0001E52V.L)

1.3960
+0.0050
+(0.36%)
As of January 21 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.96%
5y Average Return 4.47%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Jan 21, 2025) 20.02%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 20.02%
Worst 3Y Total Return -2.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001E52V.L
Category
YTD
0.91%
0.00%
1-Month
0.15%
0.00%
3-Month
-1.55%
0.00%
1-Year
0.91%
0.00%
3-Year
-2.88%
0.00%
5-Year
4.04%
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
0P0001E52V.L
Category
2024
0.91%
--
2023
10.57%
--
2022
-17.91%
--
2021
18.92%
--
2020
11.92%
--
2019
20.02%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.90% -0.97% 1.58% -1.55%
2023 7.05% -1.02% -4.51% 9.29%
2022 -12.88% -10.20% -7.83% 13.85%
2021 -1.47% 7.65% 5.71% 6.06%
2020 -21.63% 21.17% 9.56% 7.58%
2019 7.59% 8.08% -0.85% 4.10%
2018 -11.83% -- -- --

Rank in Category (By Total Return)

YTD 34
1-Month 55
3-Month 12
1-Year 34
3-Year 30
5-Year 56

Load Adjusted Returns

1-Year 0.91%
3-Year -2.88%
5-Year 4.04%
10-Year --

Performance & Risk

YTD Return 4.96%
5y Average Return 4.47%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Montanaro Asset Management Limited
Net Assets --
YTD Return 0.91%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2015

Fund Summary

null

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