City Financial Wealth Fund CHF Acc

Growth Of 1000 (GBP) 30/09/2020
Fund:  City Financial Wealth Fund CHF Acc
Category:  CHF Moderate Allocation
Category Index:  Cat 50%Citi SwissGBI&50%MSCI Wld Free NR
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2020
 201320142015201620172018201930/09
Price Return8.673.331.4122.42-4.74-2.456.56-6.63
+/- Category1.401.92-1.952.60-7.340.33-3.00-12.03
+/- Category Index-2.49-1.81-5.08-0.52-7.64-3.78-3.24-13.23
% Rank in Category4730821497508898
Trailing Returns (GBP)23/10/2020
   Total Returns   +/- Category   +/- Category Index
1 Day0.79   0.170.41
1 Week0.64   1.132.07
1 Month2.85   1.973.36
3 Months2.85   2.142.22
6 Months14.52   4.115.74
YTD-3.15   -8.49-10.29
1 Year3.77   -4.04-5.16
3 Years Annualised-0.14   -3.72-6.12
5 Years Annualised3.63   -2.94-5.35
10 Years Annualised3.05   -1.46-4.61
 
Quarterly Returns (GBP)30/09/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
2020-19.1615.210.25-
2019-3.277.510.751.69
2018-6.656.172.22-3.71
20170.570.61-5.35-0.53
20164.325.779.831.01
201514.58-7.12-4.57-0.15
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1630 Sep 1730 Sep 1830 Sep 1930 Sep 20
21.01-3.260.770.90-5.05
 
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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