Unlock stock picks and a broker-level newsfeed that powers Wall Street.

LSE - Delayed Quote GBp

IFSL James Hambro Harrier Adventurous Fund Income (0P0001ITYI.L)

110.50
+1.00
+(0.91%)
As of December 30 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return 7.17%
Worst 1Y Total Return 7.17%
Best 3Y Total Return 7.17%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001ITYI.L
Category
YTD
7.17%
4.05%
1-Month
2.98%
0.96%
3-Month
5.98%
4.05%
1-Year
7.17%
17.76%
3-Year
0.00%
8.14%
5-Year
0.00%
8.79%
10-Year
0.00%
5.40%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001ITYI.L
Category
2020
7.17%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -14.67% 13.53% 4.40% 5.98%

Rank in Category (By Total Return)

YTD 47
1-Month 36
3-Month 88
1-Year 47
3-Year --
5-Year --

Load Adjusted Returns

1-Year 7.17%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category GBP Aggressive Allocation
Fund Family Investment Fund Services Limited
Net Assets 14.74M
YTD Return 7.17%
Yield 0.42%
Morningstar Rating --
Inception Date Nov 26, 2019

Fund Summary

The aim of the Fund is to grow the value of your investment over a period of at least 5 years. The increase in the value is anticipated to come from capital growth, which is profits on investments. The Fund may also generate some income, which is money paid out from an investment such as interest and dividends.

Related Tickers