Insight Broad Opportunities Fund Class B1 Sterling SharesRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 9.58 | -5.47 | 12.57 | -0.33 | 7.00 | -9.67 | 5.39 | 4.48 |
+/- Category | 1.59 | 1.75 | 0.34 | -4.94 | -1.73 | 0.27 | -0.62 | 2.47 |
+/- Category Index | - | - | - | -5.62 | -0.99 | -0.41 | -3.87 | - |
% Rank in Category | 17 | 67 | 6 | 76 | 65 | 50 | 60 | - |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.66 | -0.69 | -0.16 |
1 Week | -0.05 | -0.50 | 0.31 |
1 Month | -1.40 | -0.95 | -0.01 |
3 Months | 3.17 | 0.60 | 0.78 |
6 Months | 10.13 | 0.23 | 0.35 |
YTD | 3.79 | 1.55 | 1.62 |
1 Year | 7.60 | 1.48 | -0.17 |
3 Years Annualised | 1.03 | 0.31 | -1.10 |
5 Years Annualised | 2.25 | -0.81 | -1.66 |
10 Years Annualised | 2.70 | -0.85 | -2.61 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.27 | - | - | - |
2023 | 0.70 | 1.40 | -1.25 | 4.52 |
2022 | -2.64 | -5.98 | -2.04 | 0.73 |
2021 | 0.45 | 3.86 | -0.09 | 2.65 |
2020 | -12.39 | 4.94 | 1.88 | 6.40 |
2019 | 4.51 | 3.14 | 2.00 | 2.40 |
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