LO Funds - All Roads, Syst. NAV Hdg, (GBP) NDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 11.74 | -4.61 | 12.42 | 3.25 | 4.83 | -7.60 | 8.69 | 6.67 |
+/- Category | 3.75 | 2.62 | 0.19 | -1.36 | -3.91 | 2.34 | 2.67 | 1.71 |
+/- Category Index | - | - | - | -2.04 | -3.17 | 1.66 | -0.58 | 0.31 |
% Rank in Category | 17 | 24 | 48 | 57 | 83 | 33 | 31 | 28 |
Trailing Returns (GBP) | 20/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.07 | 0.15 | -0.07 |
1 Week | 0.65 | -0.18 | 0.06 |
1 Month | -0.49 | -1.23 | -2.14 |
3 Months | -0.38 | -1.38 | -2.44 |
6 Months | 4.44 | -1.14 | -1.86 |
YTD | 5.82 | 0.46 | -1.04 |
1 Year | 10.81 | -1.18 | -3.90 |
3 Years Annualised | 1.83 | 0.80 | -0.68 |
5 Years Annualised* | 3.16 | -0.22 | -0.87 |
10 Years Annualised* | 3.67 | 0.18 | -1.78 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.28 | 0.44 | - | - |
2023 | 3.01 | 0.87 | 0.44 | 4.15 |
2022 | -2.53 | -3.40 | -2.37 | 0.52 |
2021 | -1.19 | 5.18 | 0.12 | 0.75 |
2020 | -3.51* | 2.08* | 0.94* | 3.85 |
2019 | 6.29* | 2.54* | 2.11* | 1.02* |
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