New Capital Strategic Portfolio Fund GBP X AccRegister 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 | 19.08 | -9.63 | 21.65 | 32.80 | 6.05 | -30.58 | 22.79 | 8.11 |
+/- Category | 11.08 | -2.41 | 9.42 | 28.19 | -2.69 | -20.64 | 16.77 | 1.68 |
+/- Category Index | - | - | - | 27.51 | -1.95 | -21.32 | 13.53 | 0.91 |
% Rank in Category | 3 | 80 | 3 | 1 | 73 | 99 | 1 | 34 |
Trailing Returns (GBP) | 16/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.01 | 0.04 | -0.55 |
1 Week | 0.28 | -0.24 | -0.49 |
1 Month | 1.43 | 0.50 | 0.32 |
3 Months | 0.43 | -1.03 | -1.72 |
6 Months | 7.43 | 2.10 | 0.75 |
YTD | 6.96 | 0.19 | -1.42 |
1 Year | 23.13 | 10.26 | 8.87 |
3 Years Annualised | -3.24 | -4.56 | -6.45 |
5 Years Annualised | 6.42 | 2.76 | 1.88 |
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 | 4.12 | -1.04 | 4.92 | - |
2023 | 9.25 | 6.62 | -7.46 | 13.93 |
2022 | -12.46 | -19.36 | -7.53 | 6.35 |
2021 | 3.02 | 4.83 | -3.15 | 1.39 |
2020 | -15.19 | 22.52 | 9.49 | 16.72 |
2019 | 11.25 | 1.69 | 0.41 | 7.09 |
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