Opus Global Freedom Fund Class Somerset (USD)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 3.83 | -2.03 | 9.99 | 4.65 | 10.18 | -20.00 | 11.18 | 6.26 |
+/- Category | 2.00 | -1.23 | -0.45 | 0.47 | 1.88 | -16.66 | 7.07 | 1.26 |
+/- Category Index | - | - | - | - | 1.66 | -17.46 | 3.79 | -0.04 |
% Rank in Category | 30 | 68 | 56 | 48 | 29 | 100 | 3 | 27 |
Trailing Returns (GBP) | 23/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.12 | 0.07 |
1 Week | -1.24 | -1.89 | -1.67 |
1 Month | -0.52 | -0.37 | 0.03 |
3 Months | 0.28 | -1.06 | -1.27 |
6 Months | 2.31 | -0.41 | -0.73 |
YTD | 5.07 | 0.40 | -0.66 |
1 Year | 14.11 | 4.38 | 3.57 |
3 Years Annualised | -0.85 | -3.60 | -4.99 |
5 Years Annualised | 0.96 | -2.12 | -3.44 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | 2.44 | - | - |
2023 | 3.89 | 1.63 | 0.29 | 5.00 |
2022 | -10.26 | -12.68 | 3.29 | -1.17 |
2021 | 2.63 | 4.61 | 0.66 | 1.95 |
2020 | -11.73 | 3.21 | 2.20 | 12.40 |
2019 | 6.19 | 4.68 | 1.38 | -2.40 |
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