Opus Global Freedom Fund Class Somerset (USD)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 3.83 | -2.03 | 9.99 | 4.65 | 10.18 | -20.00 | 11.18 | 3.53 |
+/- Category | 2.00 | -1.23 | -0.45 | 0.47 | 1.88 | -16.66 | 7.07 | 0.18 |
+/- Category Index | - | - | - | - | 1.66 | -17.46 | 3.79 | 0.17 |
% Rank in Category | 30 | 68 | 56 | 48 | 29 | 100 | 3 | 50 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | -0.42 | -0.45 |
1 Week | 0.13 | 0.07 | -0.05 |
1 Month | -1.29 | -1.15 | -1.34 |
3 Months | 2.65 | 0.03 | -0.41 |
6 Months | 13.16 | 4.99 | 4.49 |
YTD | 3.53 | -0.07 | -0.79 |
1 Year | 12.71 | 4.28 | 2.00 |
3 Years Annualised | -1.16 | -4.89 | -6.39 |
5 Years Annualised | 1.62 | -2.80 | -4.37 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | - | - | - |
2023 | 3.89 | 1.63 | 0.29 | 5.00 |
2022 | -10.26 | -12.68 | 3.29 | -1.17 |
2021 | 2.63 | 4.61 | 0.66 | 1.95 |
2020 | -11.73 | 3.21 | 2.20 | 12.40 |
2019 | 6.19 | 4.68 | 1.38 | -2.40 |
|
Advertisement |