Opus Global Freedom Fund Class C USDRegister 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 | 4.85 | -2.24 | 10.01 | 4.72 | 9.39 | -20.01 | 11.18 | 7.44 |
+/- Category | 3.02 | -1.44 | -0.44 | 0.53 | 1.09 | -16.67 | 7.07 | 2.12 |
+/- Category Index | - | - | - | - | 0.86 | -17.46 | 3.79 | 1.53 |
% Rank in Category | 25 | 70 | 56 | 47 | 38 | 100 | 3 | 17 |
Trailing Returns (GBP) | 19/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.70 | -1.15 | -1.38 |
1 Week | -0.62 | -0.44 | -0.84 |
1 Month | -0.49 | 0.86 | 0.48 |
3 Months | 2.09 | 1.50 | 1.10 |
6 Months | 5.80 | 1.59 | 0.77 |
YTD | 5.55 | 1.28 | 0.39 |
1 Year | 9.74 | 0.28 | -1.04 |
3 Years Annualised | -1.13 | -4.28 | -5.60 |
5 Years Annualised | 0.75 | -2.35 | -3.75 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.89 | 2.43 | - | - |
2023 | 3.90 | 1.63 | 0.29 | 4.99 |
2022 | -10.27 | -12.67 | 3.30 | -1.18 |
2021 | 2.45 | 4.60 | 0.13 | 1.94 |
2020 | -11.74 | 3.21 | 2.21 | 12.48 |
2019 | 6.20 | 4.68 | 1.38 | -2.39 |
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