Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) BTRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Effective 16/03/2018, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Annual Returns (GBP) | 30/04/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |||
Price Return | 14.42 | 7.09 | 11.90 | -8.23 | 10.78 | 0.95 | ||
+/- Category | 0.95 | -2.57 | 1.30 | -3.75 | 1.19 | 2.52 | ||
+/- Category Index | 2.10 | -3.37 | 1.10 | -1.48 | -5.59 | -0.16 | ||
% Rank in Category | 50 | 77 | 43 | 80 | 40 | 16 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.76 | 0.00 | 0.76 |
1 Week | 0.60 | -0.06 | 0.36 |
1 Month | -1.56 | -1.17 | -2.33 |
3 Months | 0.93 | 1.94 | -1.40 |
6 Months | 7.92 | 1.93 | -2.87 |
YTD | 1.70 | 3.68 | -0.76 |
1 Year | 7.64 | 3.18 | -7.01 |
3 Years Annualised | 3.97 | 0.40 | -2.80 |
5 Years Annualised | 5.86 | 0.40 | -1.89 |
10 Years Annualised | - | - | - |
Category: CHF Aggressive Allocation | |||
Category Index: Cat 40%Citi SwissGBI&60%MSCI Wld Free NR |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.99 | - | - | - |
2023 | 3.39 | 1.68 | -0.11 | 5.48 |
2022 | -3.09 | -7.30 | 0.89 | 1.25 |
2021 | 0.31 | 6.09 | 0.09 | 5.05 |
2020 | -12.64 | 14.53 | 1.30 | 5.66 |
2019 | 5.49 | 5.92 | 2.54 | -0.13 |
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