CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH GBPRegister 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 | 5.54 | -7.88 | 15.70 | 2.86 | 13.29 | -11.40 | 10.30 | 3.83 |
+/- Category | -1.91 | -2.39 | 3.29 | -1.22 | 5.23 | -0.95 | 2.77 | 1.98 |
+/- Category Index | - | - | - | -2.43 | 5.30 | -2.15 | 1.04 | 1.66 |
% Rank in Category | 81 | 89 | 12 | 60 | 4 | 69 | 15 | 6 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.24 | 0.27 | 0.45 |
1 Week | 1.10 | 0.59 | 0.87 |
1 Month | 2.72 | -0.48 | -0.38 |
3 Months | 4.20 | 0.20 | 0.27 |
6 Months | 10.62 | 2.26 | 2.04 |
YTD | 6.33 | 2.22 | 1.61 |
1 Year | 12.81 | 3.55 | 2.02 |
3 Years Annualised | 4.14 | 2.41 | 0.91 |
5 Years Annualised | 5.21 | 1.83 | 0.77 |
10 Years Annualised | 4.63 | 0.63 | -0.88 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.97 | - | - | - |
2023 | 3.52 | 1.66 | -0.52 | 5.35 |
2022 | -3.61 | -8.78 | -1.65 | 2.44 |
2021 | 3.44 | 4.69 | 1.05 | 3.52 |
2020 | -14.08 | 10.60 | 2.49 | 5.62 |
2019 | 7.98 | 2.12 | 1.62 | 3.25 |
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