Omnis Multi-Asset Income Fund Class A IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 11.32 | -6.08 | 15.69 | 3.19 | 11.68 | -2.23 | 4.67 | 3.22 |
+/- Category | 1.31 | 0.29 | 0.02 | -2.06 | 0.54 | 7.85 | -3.70 | -1.08 |
+/- Category Index | - | - | - | -1.33 | -0.58 | 5.04 | -6.00 | -1.89 |
% Rank in Category | 7 | 66 | 12 | 57 | 11 | 4 | 91 | 80 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.72 | -0.86 | -0.15 |
1 Week | 0.04 | -0.47 | 0.38 |
1 Month | -0.55 | 0.12 | 0.68 |
3 Months | 3.30 | -0.10 | -0.65 |
6 Months | 10.01 | -2.09 | -2.00 |
YTD | 2.65 | -0.82 | -1.16 |
1 Year | 4.43 | -4.55 | -6.01 |
3 Years Annualised | 3.76 | 1.38 | -0.64 |
5 Years Annualised | 5.29 | 0.80 | -0.44 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.22 | - | - | - |
2023 | 2.24 | -0.65 | -0.46 | 3.51 |
2022 | 0.33 | -5.34 | -1.78 | 4.81 |
2021 | 3.83 | 2.33 | 2.00 | 3.05 |
2020 | -20.06 | 14.38 | 0.95 | 11.79 |
2019 | 5.29 | 3.48 | 1.85 | 4.26 |
|
Advertisement |