LSE - Delayed Quote GBp

EdenTree Responsible & Sust Mgd Inc D (0P0001MP67.L)

137.20 +0.10 (+0.07%)
At close: August 23 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 6.78%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return (Aug 23, 2024) 8.45%
Worst 1Y Total Return (Aug 23, 2024) --
Best 3Y Total Return 8.45%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001MP67.L
Category
YTD
5.77%
0.00%
1-Month
3.57%
0.00%
3-Month
5.06%
0.00%
1-Year
11.82%
0.00%
3-Year
3.23%
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
0P0001MP67.L
Category
2024
--
--
2023
8.45%
--
2022
-8.63%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.74% 0.37% -- --
2023 2.39% -1.38% 1.26% 6.06%
2022 -3.96% -4.34% -8.98% 9.28%
2021 4.43% -- -- --

Rank in Category (By Total Return)

YTD 69
1-Month 2
3-Month 6
1-Year 26
3-Year 37
5-Year --

Load Adjusted Returns

1-Year 11.82%
3-Year 3.23%
5-Year --
10-Year --

Performance & Risk

YTD Return 6.78%
5y Average Return 0.00%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category --
Fund Family EdenTree Investment Management Limited
Net Assets 674.78M
YTD Return 5.77%
Yield 4.69%
Morningstar Rating
Inception Date Jun 28, 2023

Fund Summary

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