Insight Broad Opportunities Fund Class S 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 | 10.13 | -4.99 | 13.13 | 0.18 | 7.53 | -9.21 | 5.92 | 4.65 |
+/- Category | 2.14 | 2.24 | 0.90 | -4.44 | -1.20 | 0.73 | -0.10 | 2.64 |
+/- Category Index | - | - | - | -5.11 | -0.46 | 0.04 | -3.35 | - |
% Rank in Category | 15 | 65 | 6 | 74 | 59 | 45 | 53 | 17 |
Trailing Returns (GBP) | 01/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.65 | -0.14 | -0.64 |
1 Week | -0.04 | 0.21 | 0.21 |
1 Month | -1.36 | -0.51 | 0.02 |
3 Months | 3.29 | 1.05 | 1.41 |
6 Months | 10.40 | 1.32 | 1.28 |
YTD | 3.97 | 2.41 | 1.81 |
1 Year | 8.14 | 2.94 | 0.36 |
3 Years Annualised | 1.54 | 1.00 | -0.58 |
5 Years Annualised | 2.76 | -0.14 | -1.19 |
10 Years Annualised | 3.21 | -0.23 | -2.08 |
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 | 5.40 | - | - | - |
2023 | 0.83 | 1.52 | -1.13 | 4.65 |
2022 | -2.52 | -5.86 | -1.91 | 0.86 |
2021 | 0.57 | 3.99 | 0.04 | 2.78 |
2020 | -12.28 | 5.07 | 2.02 | 6.54 |
2019 | 4.63 | 3.27 | 2.13 | 2.52 |
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