Mazarin Cautious Fund A GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | 6.84 | 5.95 | -8.85 | 4.01 | 6.37 | |||
+/- Category | 2.76 | -2.12 | 1.61 | -3.52 | 2.34 | |||
+/- Category Index | 1.55 | -2.04 | 0.41 | -5.25 | 1.42 | |||
% Rank in Category | 25 | 79 | 32 | 91 | 8 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.00 | -0.15 | 0.08 |
1 Week | 0.17 | -0.35 | -0.12 |
1 Month | 1.11 | -0.32 | 0.22 |
3 Months | 2.50 | -0.37 | -0.93 |
6 Months | 6.36 | 0.61 | -0.11 |
YTD | 6.64 | 1.79 | 0.88 |
1 Year | 11.13 | 0.70 | -1.05 |
3 Years Annualised | 0.74 | -0.39 | -1.94 |
5 Years Annualised | 3.51 | 0.53 | -0.40 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.49 | 1.80 | - | - |
2023 | 1.87 | -1.56 | 0.47 | 3.24 |
2022 | -3.66 | -5.30 | -2.15 | 2.10 |
2021 | 0.36 | 4.31 | -0.09 | 1.29 |
2020 | -15.87 | 14.85 | 3.29 | 7.05 |
2019 | - | - | - | 3.08 |
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