Lazard UK Omega Fund B AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 12.52 | -14.98 | 15.73 | -6.46 | 14.14 | -3.15 | 10.11 | 10.06 |
+/- Category | 0.89 | -5.16 | -3.61 | 2.64 | -3.83 | -1.08 | 1.91 | -0.11 |
+/- Category Index | - | - | - | - | - | - | 2.49 | -0.65 |
% Rank in Category | 41 | 96 | 89 | 22 | 83 | 66 | 18 | 64 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.82 | 0.01 | 0.11 |
1 Week | 2.11 | 0.12 | 0.32 |
1 Month | 0.51 | 0.33 | -0.21 |
3 Months | -1.19 | -0.74 | -1.01 |
6 Months | 10.11 | -0.42 | -2.39 |
YTD | 8.03 | -0.19 | -1.75 |
1 Year | 11.27 | -1.86 | -3.35 |
3 Years Annualised | 5.09 | -0.11 | -1.95 |
5 Years Annualised | 6.09 | 0.44 | -0.22 |
10 Years Annualised | 5.09 | -0.53 | -0.85 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.09 | 2.72 | - | - |
2023 | 7.30 | -0.69 | 1.56 | 1.75 |
2022 | -0.95 | -7.72 | -4.00 | 10.37 |
2021 | 5.47 | 4.95 | 1.30 | 1.79 |
2020 | -27.96 | 12.83 | -1.71 | 17.08 |
2019 | 8.85 | 2.46 | -0.14 | 3.91 |
|
Advertisement |