WS Bentley USD Balanced Fund AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 0.24 | 1.32 | 6.79 | 2.83 | 3.80 | -6.96 | 3.77 | 4.95 |
+/- Category | -1.59 | 2.12 | -3.66 | -1.36 | -4.49 | -3.62 | -0.34 | 0.63 |
+/- Category Index | - | - | - | - | -4.72 | -4.41 | -3.62 | 0.15 |
% Rank in Category | 67 | 23 | 87 | 63 | 89 | 85 | 54 | 34 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.36 | 0.31 | 0.71 |
1 Week | 0.41 | 0.60 | 1.14 |
1 Month | 0.36 | 1.31 | 1.35 |
3 Months | 5.23 | 2.19 | 2.38 |
6 Months | 9.55 | 1.13 | 0.07 |
YTD | 5.33 | 2.02 | 1.56 |
1 Year | 9.00 | 0.66 | -0.97 |
3 Years Annualised | 2.09 | -1.44 | -2.92 |
5 Years Annualised | 2.64 | -1.58 | -2.94 |
10 Years Annualised | 4.75 | -1.51 | -3.31 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.95 | - | - | - |
2023 | 1.26 | -2.06 | 1.54 | 3.05 |
2022 | -1.79 | -4.31 | 2.40 | -3.31 |
2021 | -3.39 | 4.28 | 1.08 | 1.95 |
2020 | -2.67 | 7.75 | -1.27 | -0.68 |
2019 | 1.46 | 4.68 | 4.44 | -3.73 |
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