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Quilter Investors UK Equity Large-Cap Income Fund (0P00011WF9.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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128.40+1.10 (+0.86%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.49%
5-Year Average Return6.11%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jul 4, 2024)22.32%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return22.32%
Worst 3-Yr Total Return0.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00011WF9.LCategory
YTD8.38%0.00%
1-Month1.31%0.00%
3-Month8.33%0.00%
1-Year16.37%0.00%
3-Year7.46%0.00%
5-Year7.22%0.00%
10-Year6.14%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00011WF9.LCategory
2024
N/AN/A
2023
9.39%N/A
2022
0.68%N/A
2021
15.21%N/A
2020
-7.82%N/A
2019
22.32%N/A
2018
-10.19%N/A
2017
11.82%N/A
2016
9.21%N/A
2015
5.98%N/A
2014
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.90%N/AN/AN/A
20232.90%-1.74%2.82%5.22%
20221.88%-7.29%-4.03%11.06%
20216.80%2.30%2.07%3.31%
2020-25.14%10.09%-1.65%13.72%
20199.34%3.80%3.40%4.24%
2018-3.61%7.81%-2.46%-11.40%
20173.52%3.49%1.46%2.88%
2016-1.70%0.76%7.20%2.85%
20155.48%-0.55%-3.17%4.33%
20142.69%2.62%0.65%N/A

Rank In Category (By Total Return)

YTD52
1-Month87
3-Month74
1-Year33
3-Year29
5-Year26

Load Adjusted Returns

1-Year16.37%
3-Year7.46%
5-Year7.22%
10-Year6.14%