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LSE - Delayed Quote GBP
TM Redwheel Glbl Eq Inc R Inc (0P0001KUY9.L)
1.2290
-0.0030
(-0.24%)
As of February 19 at 8:00:00 PM GMT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.14% |
| 5y Average Return | 0.00% |
| Number of Years Up | 4 |
| Number of Years Down | -- |
| Best 1Y Total Return (Feb 19, 2025) | 17.52% |
| Worst 1Y Total Return (Feb 19, 2025) | -- |
| Best 3Y Total Return | 17.52% |
| Worst 3Y Total Return | 2.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001KUY9.L
Category
- YTD
- 4.80%
- 0.00%
- 1-Month
- 4.80%
- 0.00%
- 3-Month
- 3.21%
- 0.00%
- 1-Year
- 5.18%
- 0.00%
- 3-Year
- 4.86%
- 0.00%
- 5-Year
- 0.00%
- 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
0P0001KUY9.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.28% | -1.22% | 1.42% | -4.25% |
| 2023 | 2.46% | -0.70% | -2.10% | 4.85% |
| 2022 | 1.04% | -4.64% | 1.06% | 6.34% |
| 2021 | 3.84% | 4.95% | 0.76% | 7.03% |
Rank in Category (By Total Return)
| YTD | 50 |
| 1-Month | 50 |
| 3-Month | 86 |
| 1-Year | 98 |
| 3-Year | 89 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 5.18% |
| 3-Year | 4.86% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 5.14% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | RWC Asset Management LLP |
| Net Assets | 348.17M |
| YTD Return | 4.80% |
| Yield | 0.03% |
| Morningstar Rating | |
| Inception Date | Nov 24, 2020 |
Fund Summary
null
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