Opus Global Freedom Fund Class A GBPRegister 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 | 13.17 | -10.50 | 10.45 | 3.52 | 7.44 | -30.68 | 17.56 | 5.30 |
+/- Category | 11.34 | -9.70 | 0.00 | -0.66 | -0.86 | -27.34 | 13.45 | -0.03 |
+/- Category Index | - | - | - | - | -1.08 | -28.13 | 10.17 | -0.62 |
% Rank in Category | 1 | 100 | 49 | 57 | 62 | 100 | 1 | 52 |
Trailing Returns (GBP) | 19/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.62 | -1.06 | -1.30 |
1 Week | -0.62 | -0.44 | -0.84 |
1 Month | -0.83 | 0.52 | 0.14 |
3 Months | 2.72 | 2.13 | 1.73 |
6 Months | 4.24 | 0.02 | -0.80 |
YTD | 3.48 | -0.80 | -1.69 |
1 Year | 5.75 | -3.71 | -5.03 |
3 Years Annualised | -4.93 | -8.09 | -9.41 |
5 Years Annualised | -0.98 | -4.08 | -5.48 |
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 | 4.00 | 1.24 | - | - |
2023 | 7.08 | 4.68 | -3.86 | 9.10 |
2022 | -12.93 | -20.19 | -5.87 | 5.98 |
2021 | 3.04 | 4.43 | -2.57 | 2.48 |
2020 | -19.24 | 2.08 | 6.24 | 18.20 |
2019 | 6.74 | 1.41 | -2.36 | 4.50 |
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