LSE - Delayed Quote GBP

MI Canaccord Genuity Rsk Prfl 3 B GBPAcc (0P0001IVJT.L)

1.1123
+0.0008
+(0.07%)
At close: January 22 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 1.23%
5y Average Return 2.14%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Jan 21, 2025) 4.94%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 4.94%
Worst 3Y Total Return 0.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IVJT.L
Category
YTD
4.94%
0.00%
1-Month
-0.81%
0.00%
3-Month
-0.51%
0.00%
1-Year
4.94%
0.00%
3-Year
0.40%
0.00%
5-Year
1.89%
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
0P0001IVJT.L
Category
2024
4.94%
--
2023
4.55%
--
2022
-7.75%
--
2021
4.22%
--
2020
4.09%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.97% 1.12% 2.30% -0.51%
2023 1.19% -1.06% -0.35% 4.79%
2022 -1.36% -5.24% -2.97% 1.72%
2021 0.41% 2.08% 0.65% 1.02%
2020 -7.28% 7.22% 1.40% 3.26%

Rank in Category (By Total Return)

YTD 52
1-Month 34
3-Month 63
1-Year 52
3-Year 35
5-Year 36

Load Adjusted Returns

1-Year 4.94%
3-Year 0.40%
5-Year 1.89%
10-Year --

Performance & Risk

YTD Return 1.23%
5y Average Return 2.14%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.71
Morningstar Risk Rating

Fund Overview

Category --
Fund Family PSigma Investment Management Limited
Net Assets 20.91M
YTD Return 4.94%
Yield 1.46%
Morningstar Rating
Inception Date May 18, 2023

Fund Summary

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