LSE - Delayed Quote GBp
Evelyn Smart Cautious Fund S £ Acc (0P0001MS1V.L)
At close: October 14 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.12% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return (Oct 14, 2024) | 7.32% |
| Worst 1Y Total Return (Oct 14, 2024) | -- |
| Best 3Y Total Return | 7.32% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001MS1V.L
Category
- YTD
- 7.19%
- 0.00%
- 1-Month
- 0.61%
- 0.00%
- 3-Month
- 2.42%
- 0.00%
- 1-Year
- 11.94%
- 0.00%
- 3-Year
- 0.00%
- 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
0P0001MS1V.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.32% | 1.30% | 2.42% | -- |
| 2023 | 2.43% | -0.35% | 0.68% | 4.43% |
| 2022 | -5.42% | -1.65% | 3.06% | -- |
Rank in Category (By Total Return)
| YTD | 35 |
| 1-Month | 61 |
| 3-Month | 50 |
| 1-Year | 65 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 11.94% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 8.12% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | Tilney Investment Management Services Limited |
| Net Assets | 6.62M |
| YTD Return | 7.19% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Jan 07, 2022 |
Fund Summary
Fund Summary Information Not Available
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