London & Capital Global Balanced Fund A 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 | 5.33 | 9.89 | -12.36 | 6.55 | 3.29 | |||
+/- Category | 1.24 | 1.83 | -1.90 | -0.98 | -0.74 | |||
+/- Category Index | 0.04 | 1.90 | -3.10 | -2.72 | -1.66 | |||
% Rank in Category | 38 | 26 | 75 | 64 | 70 |
Trailing Returns (GBP) | 25/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.07 | -0.14 | -0.71 |
1 Week | -0.50 | 0.16 | -0.72 |
1 Month | 0.27 | 0.37 | 0.14 |
3 Months | 2.36 | -0.07 | -0.30 |
6 Months | 3.89 | -0.86 | -1.95 |
YTD | 3.86 | 0.00 | -1.49 |
1 Year | 7.06 | -0.99 | -3.04 |
3 Years Annualised | -0.30 | -0.99 | -2.60 |
5 Years Annualised | 2.92 | 0.24 | -0.77 |
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 | 2.61 | 0.66 | - | - |
2023 | 3.28 | -0.83 | -0.23 | 4.26 |
2022 | -3.70 | -8.69 | -4.18 | 4.01 |
2021 | 1.19 | 4.45 | -0.18 | 4.16 |
2020 | -12.40 | 9.98 | 3.47 | 5.66 |
2019 | - | - | 2.32 | 1.77 |
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