New Capital Strategic Portfolio Fund GBP Hedged AccumulationRegister 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 | 17.76 | -10.73 | 20.35 | 31.61 | 5.02 | -31.25 | 21.53 | 7.30 |
+/- Category | 9.77 | -3.50 | 8.12 | 27.00 | -3.72 | -21.31 | 15.51 | 0.88 |
+/- Category Index | - | - | - | 26.32 | -2.98 | -21.99 | 12.26 | 0.10 |
% Rank in Category | 3 | 86 | 6 | 1 | 81 | 100 | 1 | 44 |
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 | 6.90 | 1.57 | 0.22 |
YTD | 6.11 | -0.65 | -2.27 |
1 Year | 21.93 | 9.07 | 7.67 |
3 Years Annualised | -4.21 | -5.52 | -7.42 |
5 Years Annualised | 5.38 | 1.72 | 0.85 |
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 | 3.87 | -1.29 | 4.66 | - |
2023 | 8.94 | 6.32 | -7.70 | 13.67 |
2022 | -12.65 | -19.57 | -7.77 | 6.10 |
2021 | 2.80 | 4.57 | -3.40 | 1.13 |
2020 | -15.39 | 22.29 | 9.23 | 16.45 |
2019 | 10.95 | 1.41 | 0.13 | 6.82 |
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