LSE - Delayed Quote GBP

WS Chawton Global Eq Inc B GBP Acc (0P0001HBRK.L)

1.7140
-0.0010
(-0.06%)
At close: May 23 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 6.87%
5y Average Return 9.50%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 22, 2025) 18.17%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 18.17%
Worst 3Y Total Return 2.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001HBRK.L
Category
YTD
0.29%
0.00%
1-Month
0.58%
0.00%
3-Month
-4.90%
0.00%
1-Year
1.55%
0.00%
3-Year
6.46%
0.00%
5-Year
8.56%
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
0P0001HBRK.L
Category
2025
--
--
2024
7.17%
--
2023
10.80%
--
2022
-8.34%
--
2021
18.17%
--
2020
14.17%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.29% -- -- --
2024 7.91% 0.74% -1.22% -0.21%
2023 1.92% 0.86% 0.85% 6.88%
2022 -8.67% -7.36% 3.25% 4.93%
2021 0.95% 7.83% 2.65% 5.76%
2020 -10.89% 18.26% 4.53% 3.65%
2019 4.46% 0.91% -- --

Rank in Category (By Total Return)

YTD 33
1-Month 6
3-Month 38
1-Year 72
3-Year 29
5-Year 62

Load Adjusted Returns

1-Year 1.55%
3-Year 6.46%
5-Year 8.56%
10-Year --

Performance & Risk

YTD Return 6.87%
5y Average Return 9.50%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Chawton Global Investors LLP
Net Assets --
YTD Return 0.29%
Yield 2.68%
Morningstar Rating
Inception Date May 21, 2019

Fund Summary

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