LSE - Delayed Quote GBp

Quilter Inv Cirilium Bal Blend U1 £ Acc (0P0001HO9H.L)

119.14 -0.13 (-0.11%)
At close: August 23 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 4.52%
5y Average Return 3.71%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Aug 23, 2024) 6.73%
Worst 1Y Total Return (Aug 23, 2024) --
Best 3Y Total Return 6.73%
Worst 3Y Total Return 1.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001HO9H.L
Category
YTD
3.94%
0.00%
1-Month
0.50%
0.00%
3-Month
1.75%
0.00%
1-Year
7.07%
0.00%
3-Year
2.01%
0.00%
5-Year
3.32%
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
0P0001HO9H.L
Category
2024
--
--
2023
6.73%
--
2022
-5.67%
--
2021
4.87%
--
2020
5.12%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.89% 0.51% -- --
2023 2.34% 0.04% 0.01% 4.24%
2022 -1.92% -4.80% -1.19% 2.24%
2021 0.50% 2.86% 0.43% 1.02%
2020 -11.18% 10.46% 1.45% 5.62%
2019 2.05% -- -- --

Rank in Category (By Total Return)

YTD 80
1-Month 71
3-Month 92
1-Year 88
3-Year 30
5-Year 33

Load Adjusted Returns

1-Year 7.07%
3-Year 2.01%
5-Year 3.32%
10-Year --

Performance & Risk

YTD Return 4.52%
5y Average Return 3.71%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.66
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Quilter Investors Limited
Net Assets --
YTD Return 3.94%
Yield 2.72%
Morningstar Rating
Inception Date Jan 17, 2020

Fund Summary

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