Insight Broad Opportunities Fund Class A GBP SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |||
Price Return | 12.19 | -0.68 | 6.63 | -9.98 | 5.02 | 6.89 | ||
+/- Category | -0.04 | -5.29 | -2.11 | -0.04 | -1.00 | 2.72 | ||
+/- Category Index | - | -5.97 | -1.37 | -0.72 | -4.25 | 1.94 | ||
% Rank in Category | 7 | 77 | 67 | 51 | 63 | 19 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.14 | -0.02 | 0.22 |
1 Week | 0.54 | -0.12 | 0.25 |
1 Month | 3.02 | 1.29 | 2.14 |
3 Months | 4.44 | 1.25 | 1.01 |
6 Months | 8.78 | 2.42 | 2.32 |
YTD | 8.83 | 3.31 | 3.07 |
1 Year | 11.55 | 1.18 | -0.63 |
3 Years Annualised | 1.67 | 0.57 | -1.00 |
5 Years Annualised | 2.52 | -0.74 | -1.39 |
10 Years Annualised | - | - | - |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.19 | 1.62 | - | - |
2023 | 0.61 | 1.30 | -1.34 | 4.43 |
2022 | -2.72 | -6.06 | -2.12 | 0.64 |
2021 | 0.36 | 3.77 | -0.18 | 2.57 |
2020 | -12.47 | 4.86 | 1.79 | 6.31 |
2019 | 4.41 | 3.05 | 1.90 | 2.32 |
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