LSE - Delayed Quote GBP
SPW Dynamic Solution G Acc (0P0001IILO.L)
2.1860
+0.0200
+(0.92%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.40% |
| 5y Average Return | 8.33% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 16.55% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 16.55% |
| Worst 3Y Total Return | 2.01% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001IILO.L
Category
- YTD
- -3.36%
- 0.00%
- 1-Month
- -4.71%
- 0.00%
- 3-Month
- -3.36%
- 0.00%
- 1-Year
- 2.39%
- 0.00%
- 3-Year
- 3.99%
- 0.00%
- 5-Year
- 9.85%
- 0.00%
- 10-Year
- 5.12%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001IILO.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.06% | 1.83% | 0.46% | 3.57% |
| 2023 | 1.57% | 0.96% | 0.84% | 5.17% |
| 2022 | -1.27% | -5.66% | 0.16% | 0.76% |
| 2021 | 4.45% | 5.32% | 1.60% | 3.14% |
| 2020 | -21.39% | 13.09% | 0.13% | 10.40% |
| 2019 | 6.57% | 3.90% | 2.66% | 2.54% |
| 2018 | -5.96% | 6.94% | 1.36% | -9.08% |
| 2017 | 4.39% | 1.31% | 0.19% | 4.14% |
| 2016 | -0.55% | 0.47% | 9.69% | 3.92% |
| 2015 | 5.57% | -1.73% | -6.83% | 5.43% |
| 2014 | 0.17% | 1.67% | 0.33% | 2.61% |
| 2013 | 8.03% | -1.79% | 5.01% | 4.08% |
Rank in Category (By Total Return)
| YTD | 74 |
| 1-Month | 66 |
| 3-Month | 74 |
| 1-Year | 66 |
| 3-Year | 46 |
| 5-Year | 42 |
Load Adjusted Returns
| 1-Year | 2.39% |
| 3-Year | 3.99% |
| 5-Year | 9.85% |
| 10-Year | 5.12% |
Performance & Risk
| YTD Return | -3.40% |
| 5y Average Return | 8.33% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Scottish Widows Schroder Personal Wealth (ACD) Limited |
| Net Assets | 129.87M |
| YTD Return | -3.36% |
| Yield | 0.91% |
| Morningstar Rating | |
| Inception Date | Sep 16, 2019 |
Fund Summary
Fund Summary Information Not Available
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