NasdaqCM - Delayed Quote GBp

SUTL Cazenove GBP Balanced S Inc (0P0001IQUK.L)

61.66 -0.06 (-0.10%)
At close: August 23 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.51%
5y Average Return 4.40%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Aug 23, 2024) 12.88%
Worst 1Y Total Return (Aug 23, 2024) --
Best 3Y Total Return 12.88%
Worst 3Y Total Return 1.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IQUK.L
Category
YTD
5.92%
0.00%
1-Month
-0.03%
0.00%
3-Month
2.32%
0.00%
1-Year
9.53%
0.00%
3-Year
2.15%
0.00%
5-Year
3.96%
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
0P0001IQUK.L
Category
2024
--
--
2023
5.72%
--
2022
-7.29%
--
2021
6.73%
--
2020
9.12%
--
2019
12.88%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.19% 1.69% -- --
2023 0.80% 0.02% 0.46% 4.38%
2022 -2.01% -4.81% -1.62% 1.03%
2021 -0.69% 4.52% 0.95% 1.85%
2020 -11.05% 12.61% 3.09% 5.67%
2019 5.05% 3.68% 2.23% 1.38%
2018 -5.42% -- -- --

Rank in Category (By Total Return)

YTD 26
1-Month 93
3-Month 78
1-Year 39
3-Year 27
5-Year 20

Load Adjusted Returns

1-Year 9.53%
3-Year 2.15%
5-Year 3.96%
10-Year --

Performance & Risk

YTD Return 6.51%
5y Average Return 4.40%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets 1.88B
YTD Return 5.92%
Yield 1.54%
Morningstar Rating
Inception Date Sep 28, 2018

Fund Summary

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