London & Capital Global Balanced Fund B Inc GBPRegister 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 | 4.28 | 8.80 | -13.25 | 6.99 | 2.78 | |||
+/- Category | 0.20 | 0.73 | -2.79 | -0.54 | -1.25 | |||
+/- Category Index | -1.01 | 0.80 | -3.99 | -2.28 | -2.17 | |||
% Rank in Category | 49 | 40 | 80 | 58 | 79 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.07 | -0.14 | -0.71 |
1 Week | -0.52 | 0.14 | -0.74 |
1 Month | 0.18 | 0.29 | 0.06 |
3 Months | 2.10 | -0.32 | -0.56 |
6 Months | 3.38 | -1.37 | -2.46 |
YTD | 3.27 | -0.59 | -2.08 |
1 Year | 7.49 | -0.55 | -2.60 |
3 Years Annualised | -0.83 | -1.52 | -3.14 |
5 Years Annualised | 2.18 | -0.50 | -1.51 |
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 | 2.36 | 0.41 | - | - |
2023 | 3.03 | -1.08 | -0.48 | 5.48 |
2022 | -3.95 | -8.91 | -4.42 | 3.75 |
2021 | 0.94 | 4.19 | -0.43 | 3.90 |
2020 | -12.62 | 9.71 | 3.21 | 5.39 |
2019 | - | - | 2.06 | 1.51 |
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