New Capital Strategic Portfolio Fund GBP Hedged IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 17.88 | -11.40 | 21.56 | 30.90 | 3.81 | -32.45 | 19.45 | 5.43 |
+/- Category | 9.88 | -4.18 | 9.33 | 26.29 | -4.93 | -22.51 | 13.43 | -0.99 |
+/- Category Index | - | - | - | 25.61 | -4.19 | -23.19 | 10.18 | -1.77 |
% Rank in Category | 3 | 90 | 4 | 1 | 88 | 100 | 1 | 66 |
Trailing Returns (GBP) | 16/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | 0.04 | -0.56 |
1 Week | 0.26 | -0.26 | -0.51 |
1 Month | 1.34 | 0.41 | 0.23 |
3 Months | 0.18 | -1.28 | -1.97 |
6 Months | 5.80 | 0.47 | -0.88 |
YTD | 4.26 | -2.50 | -4.12 |
1 Year | 19.80 | 6.94 | 5.54 |
3 Years Annualised | -5.87 | -7.19 | -9.08 |
5 Years Annualised | 3.93 | 0.27 | -0.60 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.11 | -1.29 | 3.59 | - |
2023 | 8.01 | 6.33 | -8.50 | 13.67 |
2022 | -13.19 | -19.57 | -8.81 | 6.10 |
2021 | 2.31 | 4.57 | -4.06 | 1.13 |
2020 | -15.61 | 22.26 | 8.97 | 16.44 |
2019 | 10.97 | 2.41 | 0.12 | 6.83 |
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