LSE - Delayed Quote GBp

MGTS St Johns Balanced Acc (0P0001GXWL.L)

108.58
+0.17
+(0.16%)
As of December 1 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -7.57%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down --
Best 1Y Total Return (Dec 1, 2022) 6.58%
Worst 1Y Total Return (Dec 1, 2022) --
Best 3Y Total Return 6.58%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001GXWL.L
Category
YTD
-7.57%
0.00%
1-Month
2.00%
0.00%
3-Month
-0.27%
0.00%
1-Year
-6.30%
0.00%
3-Year
1.09%
0.00%
5-Year
0.00%
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

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 30
1-Month 77
3-Month 46
1-Year 25
3-Year 44
5-Year --

Load Adjusted Returns

1-Year -10.73%
3-Year -0.67%
5-Year --
10-Year --

Performance & Risk

YTD Return -7.57%
5y Average Return 0.00%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Margetts Fund Management Limited
Net Assets 547k
YTD Return -7.57%
Yield 1.45%
Morningstar Rating
Inception Date Feb 11, 2019

Fund Summary

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