Opus Global Cautious Fund Class C USD

Growth Of 1000 (GBP) 31/01/2020
Fund:  Opus Global Cautious Fund Class C USD
Category:  USD Moderate Allocation
Category Index:  Cat 50%Barclays US Agg TR&50%FTSE Wld TR
Growth of 1,000 GBP
Annual Returns (GBP)31/01/2020
 2015201620172018201931/01
Price Return2.4122.884.85-2.2410.010.04
+/- Category-0.39-1.693.02-1.44-0.44-0.12
+/- Category Index-3.20-3.291.26-3.96-3.57-0.95
% Rank in Category657225705672
Trailing Returns (GBP)14/02/2020
   Total Returns   +/- Category   +/- Category Index
1 Day1.23   0.501.60
1 Week0.33   0.100.96
1 Month1.32   0.310.57
3 Months3.44   -0.18-0.20
6 Months-1.35   -1.92-2.68
YTD4.02   -0.010.13
1 Year9.48   -1.82-4.06
3 Years Annualised4.64   0.21-2.08
5 Years Annualised7.50   -0.12-2.50
10 Years Annualised-   --
 
Quarterly Returns (GBP)31/01/2020
 Quarter 1Quarter 2Quarter 3Quarter 4
20196.204.681.38-2.39
2018-3.426.362.73-7.35
20173.08-0.780.292.21
20160.706.948.964.73
20156.79-4.24-4.194.52
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Dec 1531 Dec 1631 Dec 1731 Dec 1831 Dec 19
2.4122.884.85-2.2410.01
 
 
 
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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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