London & Capital Global Balanced Fund B Inc USDRegister 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 | 2.54 | 9.94 | -1.29 | 1.43 | 3.66 | |||
+/- Category | -1.64 | 1.64 | 2.05 | -2.68 | -1.67 | |||
+/- Category Index | - | 1.42 | 1.26 | -5.96 | -2.26 | |||
% Rank in Category | 66 | 32 | 30 | 80 | 78 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | -0.19 | -0.43 |
1 Week | 0.26 | 0.43 | 0.04 |
1 Month | -1.38 | -0.04 | -0.41 |
3 Months | -0.93 | -1.51 | -1.92 |
6 Months | 2.02 | -2.20 | -3.02 |
YTD | 2.28 | -1.99 | -2.88 |
1 Year | 7.48 | -1.99 | -3.31 |
3 Years Annualised | 1.92 | -1.24 | -2.56 |
5 Years Annualised | 2.33 | -0.77 | -2.17 |
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 | 3.29 | 0.35 | - | - |
2023 | 0.42 | -3.59 | 3.60 | 1.13 |
2022 | -1.06 | -1.07 | 4.37 | -3.37 |
2021 | 0.06 | 4.05 | 2.06 | 3.47 |
2020 | -5.63 | 10.32 | -1.27 | -0.24 |
2019 | - | - | 5.80 | -5.27 |
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