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J O Hambro Capital Management UK Opportunities Fund (0P0000ZN7T.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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141.70+1.20 (+0.85%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.20%
5-Year Average Return2.75%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jul 3, 2024)14.19%
Worst 1 Yr Total Return (Jul 3, 2024)N/A
Best 3-Yr Total Return14.19%
Worst 3-Yr Total Return0.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000ZN7T.LCategory
YTD4.14%0.00%
1-Month0.42%0.00%
3-Month4.46%0.00%
1-Year7.40%0.00%
3-Year2.21%0.00%
5-Year3.87%0.00%
10-Year4.61%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000ZN7T.LCategory
2024
N/AN/A
2023
6.62%N/A
2022
-3.95%N/A
2021
10.19%N/A
2020
-3.89%N/A
2019
13.22%N/A
2018
-1.70%N/A
2017
3.38%N/A
2016
14.19%N/A
2015
7.80%N/A
2014
3.34%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.40%N/AN/AN/A
20234.81%-1.08%-1.74%4.66%
2022-4.30%-7.11%-1.50%9.70%
20215.22%3.87%0.28%0.55%
2020-19.81%13.33%-0.47%6.26%
20196.22%2.56%1.36%2.54%
2018-4.95%7.77%0.14%-4.18%
20171.61%1.23%0.07%0.43%
20163.33%3.24%5.67%1.30%
20155.16%0.24%-2.51%4.89%
20140.70%2.80%-1.32%1.17%
20130.09%3.45%6.14%N/A

Rank In Category (By Total Return)

YTD88
1-Month99
3-Month91
1-Year84
3-Year59
5-Year67

Load Adjusted Returns

1-Year7.40%
3-Year2.21%
5-Year3.87%
10-Year4.61%