Insight Broad Opportunities Fund Class S Sterling SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 10.13 | -4.99 | 13.13 | 0.18 | 7.53 | -9.21 | 5.92 | 7.34 |
+/- Category | 2.14 | 2.24 | 0.90 | -4.44 | -1.20 | 0.73 | -0.10 | 3.16 |
+/- Category Index | - | - | - | -5.11 | -0.46 | 0.04 | -3.35 | 2.39 |
% Rank in Category | 15 | 65 | 6 | 74 | 59 | 45 | 53 | 16 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | -0.01 | 0.23 |
1 Week | 0.56 | -0.11 | 0.27 |
1 Month | 3.10 | 1.36 | 2.22 |
3 Months | 4.67 | 1.47 | 1.23 |
6 Months | 9.25 | 2.89 | 2.78 |
YTD | 9.33 | 3.81 | 3.57 |
1 Year | 12.51 | 2.14 | 0.33 |
3 Years Annualised | 2.54 | 1.43 | -0.14 |
5 Years Annualised | 3.39 | 0.13 | -0.52 |
10 Years Annualised | 3.48 | -0.14 | -2.08 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.40 | 1.84 | - | - |
2023 | 0.83 | 1.52 | -1.13 | 4.65 |
2022 | -2.52 | -5.86 | -1.91 | 0.86 |
2021 | 0.57 | 3.99 | 0.04 | 2.78 |
2020 | -12.28 | 5.07 | 2.02 | 6.54 |
2019 | 4.63 | 3.27 | 2.13 | 2.52 |
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