LSE - Delayed Quote GBp

WS Canlife Diversified Risk Mgd VI C Acc (0P0001QEPF.L)

252.16 +0.20 (+0.08%)
As of October 11 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.86%
5y Average Return 5.65%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Oct 11, 2024) 16.57%
Worst 1Y Total Return (Oct 11, 2024) --
Best 3Y Total Return 16.57%
Worst 3Y Total Return 2.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001QEPF.L
Category
YTD
7.92%
0.00%
1-Month
0.50%
0.00%
3-Month
0.95%
0.00%
1-Year
12.92%
0.00%
3-Year
4.22%
0.00%
5-Year
5.13%
0.00%
10-Year
6.07%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001QEPF.L
Category
2024
--
--
2023
9.85%
--
2022
-6.97%
--
2021
10.85%
--
2020
3.05%
--
2019
15.13%
--
2018
-6.62%
--
2017
7.80%
--

2016
14.40%
--
2015
4.28%
--
2014
4.64%
--
2013
14.85%
--
2012
8.77%
--
2011
-4.92%
--
2010
11.62%
--
2009
16.57%
--
2008
-19.78%
--
2007
2.14%
--
2006
6.87%
--
2005
16.99%
--
2004
9.15%
--
2003
21.73%
--
2002
-18.06%
--
2001
-11.98%
--
2000
0.17%
--
1999
30.76%
--
1998
10.61%
--
1997
10.27%
--
1996
7.71%
--
1995
16.47%
--
1994
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.76% 2.04% 0.95% --
2023 3.04% 0.69% 1.19% 4.64%
2022 -1.68% -7.29% -2.60% 4.80%
2021 1.94% 3.91% 1.97% 2.63%
2020 -16.00% 13.71% 0.42% 7.44%
2019 6.34% 4.25% 1.88% 1.93%
2018 -4.43% 5.85% 0.53% -8.18%
2017 3.31% 0.75% 0.74% 2.81%
2016 0.03% 2.97% 7.76% 3.08%
2015 5.71% -2.53% -4.24% 5.69%

2014 0.28% -0.01% 0.87% 3.47%
2013 8.85% -1.31% 3.46% 3.33%
2012 4.66% -2.70% 4.32% 2.38%
2011 0.30% 0.09% -10.45% 5.76%
2010 3.20% -5.61% 6.87% 7.23%
2009 -8.74% 8.50% 13.54% 3.69%
2008 -8.11% -1.93% -9.83% -1.28%
2007 -0.28% 2.20% -0.71% 0.93%
2006 5.20% -5.26% 1.16% 6.00%
2005 2.47% 1.37% 8.79% 3.52%
2004 2.97% -0.14% 0.32% 5.81%
2003 -5.07% 14.95% 6.49% 4.75%
2002 1.38% -8.22% -13.52% 1.83%
2001 -6.68% 2.02% -14.61% 8.27%
2000 4.65% -1.01% 0.87% -4.15%
1999 8.22% 6.20% -3.03% 17.33%
1998 13.35% -0.23% -12.66% 11.97%
1997 3.66% 4.55% 5.68% -3.72%
1996 4.04% 1.63% 1.58% 0.28%
1995 -0.35% 5.21% 6.15% 4.66%
1994 -6.71% 1.24% 0.51% --

Rank in Category (By Total Return)

YTD 45
1-Month 57
3-Month 73
1-Year 67
3-Year 21
5-Year 38

Load Adjusted Returns

1-Year 12.92%
3-Year 4.22%
5-Year 5.13%
10-Year 6.07%

Performance & Risk

YTD Return 8.86%
5y Average Return 5.65%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Canada Life Asset Management Limited
Net Assets 200.18M
YTD Return 7.92%
Yield 1.79%
Morningstar Rating
Inception Date Feb 24, 2023

Fund Summary

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