OMBA Moderate Risk Global Allocation Fund Class A EUR 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 | 9.00 | 5.03 | -4.24 | 6.58 | 3.20 | |||
+/- Category | 4.81 | -3.27 | -0.90 | 2.47 | -1.18 | |||
+/- Category Index | - | -3.50 | -1.69 | -0.82 | -2.52 | |||
% Rank in Category | 17 | 81 | 59 | 23 | 72 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.47 | 0.37 | 0.24 |
1 Week | -0.27 | -0.14 | -0.43 |
1 Month | -0.32 | -0.83 | -0.92 |
3 Months | -1.26 | -0.15 | -0.77 |
6 Months | -0.41 | -0.57 | -1.11 |
YTD | 2.78 | -1.56 | -2.72 |
1 Year | 6.54 | -0.81 | -2.35 |
3 Years Annualised | 2.34 | -0.33 | -1.88 |
5 Years Annualised | - | - | - |
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 | 3.77 | 0.29 | - | - |
2023 | 2.58 | -0.10 | 0.37 | 3.62 |
2022 | -1.37 | -2.97 | 1.81 | -1.72 |
2021 | -0.20 | 3.41 | -0.03 | 1.80 |
2020 | -4.66 | 10.26 | -0.90 | 4.63 |
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