OMBA Moderate Risk Global Allocation Fund Class A USD AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | 8.99 | 4.92 | -4.12 | 6.55 | 3.19 | |||
+/- Category | 4.80 | -3.38 | -0.78 | 2.44 | -1.19 | |||
+/- Category Index | - | -3.60 | -1.57 | -0.85 | -2.53 | |||
% Rank in Category | 17 | 82 | 58 | 23 | 72 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.47 | 0.37 | 0.24 |
1 Week | -0.23 | -0.10 | -0.39 |
1 Month | -0.31 | -0.82 | -0.90 |
3 Months | -1.24 | -0.13 | -0.75 |
6 Months | -0.46 | -0.62 | -1.16 |
YTD | 2.76 | -1.58 | -2.74 |
1 Year | 6.51 | -0.83 | -2.37 |
3 Years Annualised | 2.33 | -0.34 | -1.89 |
5 Years Annualised | 2.99 | 0.17 | -1.40 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.75 | 0.24 | - | - |
2023 | 2.57 | -0.14 | 0.40 | 3.60 |
2022 | -1.24 | -2.96 | 1.71 | -1.63 |
2021 | -0.23 | 3.46 | -0.07 | 1.71 |
2020 | -4.66 | 10.25 | -0.88 | 4.61 |
2019 | - | - | - | -3.62 |
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