Insight Broad Opportunities Fund Class B1 Sterling SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 9.58 | -5.47 | 12.57 | -0.33 | 7.00 | -9.67 | 5.39 | 6.87 |
+/- Category | 1.59 | 1.75 | 0.34 | -4.94 | -1.73 | 0.27 | -0.62 | 1.37 |
+/- Category Index | - | - | - | -5.62 | -0.99 | -0.41 | -3.87 | -0.11 |
% Rank in Category | 17 | 67 | 6 | 76 | 65 | 50 | 60 | 35 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | -0.12 | -0.04 |
1 Week | 0.79 | -0.37 | -0.14 |
1 Month | -0.12 | -0.76 | -0.58 |
3 Months | 0.38 | -1.71 | -1.87 |
6 Months | 2.04 | -2.29 | -3.38 |
YTD | 6.20 | 0.32 | -0.99 |
1 Year | 8.83 | -0.87 | -2.91 |
3 Years Annualised | 0.70 | 0.05 | -1.96 |
5 Years Annualised | 2.08 | -1.16 | -1.98 |
10 Years Annualised | 2.54 | -0.97 | -2.89 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.27 | 1.71 | - | - |
2023 | 0.70 | 1.40 | -1.25 | 4.52 |
2022 | -2.64 | -5.98 | -2.04 | 0.73 |
2021 | 0.45 | 3.86 | -0.09 | 2.65 |
2020 | -12.39 | 4.94 | 1.88 | 6.40 |
2019 | 4.51 | 3.14 | 2.00 | 2.40 |
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