OMBA Moderate Risk Global Allocation Fund Class A GBP 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 | 8.95 | 5.00 | -4.21 | 6.59 | 3.17 | |||
+/- Category | 4.77 | -3.30 | -0.87 | 2.48 | -1.21 | |||
+/- Category Index | - | -3.52 | -1.66 | -0.80 | -2.55 | |||
% Rank in Category | 17 | 82 | 59 | 22 | 72 |
Trailing Returns (GBP) | 26/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.50 | 0.40 | 0.27 |
1 Week | -0.25 | -0.12 | -0.41 |
1 Month | -0.31 | -0.82 | -0.91 |
3 Months | -1.23 | -0.12 | -0.74 |
6 Months | -0.46 | -0.62 | -1.16 |
YTD | 2.75 | -1.59 | -2.74 |
1 Year | 6.51 | -0.83 | -2.37 |
3 Years Annualised | 2.33 | -0.34 | -1.90 |
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 | 3.74 | 0.26 | - | - |
2023 | 2.56 | -0.08 | 0.39 | 3.61 |
2022 | -1.34 | -2.92 | 1.72 | -1.68 |
2021 | -0.16 | 3.38 | -0.04 | 1.77 |
2020 | -4.61 | 10.19 | -0.87 | 4.57 |
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