CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR UBH USDRegister 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 | -2.29 | -0.38 | 13.45 | 1.64 | 14.93 | 0.78 | 5.29 | 5.87 |
+/- Category | -4.13 | 0.41 | 3.01 | -2.54 | 6.64 | 4.12 | 1.18 | 2.52 |
+/- Category Index | - | - | - | - | 6.41 | 3.33 | -2.10 | 2.51 |
% Rank in Category | 82 | 45 | 18 | 71 | 5 | 17 | 36 | 8 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.03 | -0.16 | -0.18 |
1 Week | -0.39 | -0.45 | -0.57 |
1 Month | 0.37 | 0.51 | 0.32 |
3 Months | 4.07 | 1.45 | 1.01 |
6 Months | 8.63 | 0.45 | -0.05 |
YTD | 6.13 | 2.53 | 1.81 |
1 Year | 12.21 | 3.78 | 1.51 |
3 Years Annualised | 7.81 | 4.07 | 2.57 |
5 Years Annualised | 6.80 | 2.38 | 0.81 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.03 | - | - | - |
2023 | 1.17 | -0.86 | 3.77 | 1.16 |
2022 | -0.70 | -0.89 | 7.35 | -4.60 |
2021 | 2.66 | 4.64 | 3.66 | 3.22 |
2020 | -7.25 | 11.47 | -1.82 | 0.14 |
2019 | 6.10 | 5.11 | 5.42 | -3.49 |
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