CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHF

Growth Of 1000 (GBP) 31/12/2019
Fund:  CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHF
Category:  CHF Moderate Allocation
Category Index:  Cat 50%Citi SwissGBI&50%MSCI Wld Free NR
Growth of 1,000 GBP
Annual Returns (GBP)31/12/2019
 2014201520162017201831/12
Price Return4.217.1120.46-0.73-4.7011.51
+/- Category2.803.750.63-3.33-1.921.96
+/- Category Index-0.930.62-2.49-3.63-6.031.72
% Rank in Category15437868223
Trailing Returns (GBP)21/01/2020
   Total Returns   +/- Category   +/- Category Index
1 Day-0.49   -0.12-0.73
1 Week0.05   -0.13-0.65
1 Month2.56   -0.15-0.06
3 Months6.22   0.711.08
6 Months1.58   0.150.02
YTD3.05   0.43-0.31
1 Year13.50   1.251.38
3 Years Annualised2.30   -0.56-2.89
5 Years Annualised2.86   -0.16-4.18
10 Years Annualised-   --
 
Quarterly Returns (GBP)31/12/2019
 Quarter 1Quarter 2Quarter 3Quarter 4
20194.106.422.20-1.51
2018-4.513.503.69-7.00
20172.85-0.25-3.19-0.05
20164.676.745.851.85
201516.82-6.20-5.843.81
20142.01-0.57-0.122.87
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 1531 Dec 1631 Dec 1731 Dec 1831 Dec 19
7.1120.46-0.73-4.7011.51
 
 
 
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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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