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Quilter Investors UK Equity Large-Cap Income Fund (0P00011WF8.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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188.90-0.30 (-0.16%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.57%
5-Year Average Return6.82%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)22.34%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return22.34%
Worst 3-Yr Total Return0.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00011WF8.LCategory
YTD8.35%0.00%
1-Month1.25%0.00%
3-Month8.29%0.00%
1-Year16.39%0.00%
3-Year7.47%0.00%
5-Year7.24%0.00%
10-Year6.16%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00011WF8.LCategory
2024
N/AN/A
2023
9.39%N/A
2022
0.70%N/A
2021
15.16%N/A
2020
-7.74%N/A
2019
22.34%N/A
2018
-10.22%N/A
2017
11.94%N/A
2016
9.21%N/A
2015
5.99%N/A
2014
5.46%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.92%N/AN/AN/A
20232.86%-1.73%2.89%5.19%
20221.85%-7.34%-3.93%11.06%
20216.77%2.21%2.16%3.30%
2020-25.12%10.06%-1.65%13.82%
20199.30%3.80%3.44%4.25%
2018-3.65%7.74%-2.44%-11.34%
20173.51%3.55%1.40%3.00%
2016-1.64%0.65%7.27%2.83%
20155.38%-0.49%-3.12%4.33%
2014-0.66%2.68%2.68%0.70%
20130.99%4.69%5.61%N/A

Rank In Category (By Total Return)

YTD53
1-Month87
3-Month76
1-Year32
3-Year29
5-Year26

Load Adjusted Returns

1-Year16.39%
3-Year7.47%
5-Year7.24%
10-Year6.16%