CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR UBH GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 5.90 | -7.58 | 15.99 | 3.12 | 13.57 | -11.18 | 10.57 | 5.03 |
+/- Category | -1.55 | -2.10 | 3.57 | -0.97 | 5.51 | -0.73 | 3.04 | 2.10 |
+/- Category Index | - | - | - | -2.17 | 5.58 | -1.92 | 1.31 | 1.41 |
% Rank in Category | 77 | 87 | 10 | 58 | 4 | 66 | 14 | 7 |
Trailing Returns (GBP) | 29/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.09 | 0.66 |
1 Week | 1.03 | 0.73 | 1.39 |
1 Month | -0.73 | 0.20 | 0.66 |
3 Months | 3.06 | 1.00 | 0.67 |
6 Months | 12.24 | 2.34 | 2.46 |
YTD | 4.26 | 2.43 | 2.08 |
1 Year | 11.20 | 4.45 | 3.43 |
3 Years Annualised | 3.39 | 2.62 | 1.26 |
5 Years Annualised | 4.79 | 1.99 | 0.88 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.03 | - | - | - |
2023 | 3.58 | 1.73 | -0.45 | 5.41 |
2022 | -3.55 | -8.72 | -1.59 | 2.51 |
2021 | 3.50 | 4.76 | 1.12 | 3.59 |
2020 | -14.03 | 10.67 | 2.55 | 5.68 |
2019 | 8.05 | 2.18 | 1.69 | 3.32 |
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