Opus Global Freedom Fund Class Somerset (USD)Register 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 | 3.83 | -2.03 | 9.99 | 4.65 | 10.18 | -20.00 | 11.18 | 4.88 |
+/- Category | 2.00 | -1.23 | -0.45 | 0.47 | 1.88 | -16.66 | 7.07 | 0.56 |
+/- Category Index | - | - | - | - | 1.66 | -17.46 | 3.79 | 0.08 |
% Rank in Category | 30 | 68 | 56 | 48 | 29 | 100 | 3 | 37 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.64 | -1.37 | -1.42 |
1 Week | -1.72 | -2.07 | -2.45 |
1 Month | 0.68 | 1.41 | 1.10 |
3 Months | 3.64 | 0.02 | -0.59 |
6 Months | 9.20 | 0.03 | -0.76 |
YTD | 3.39 | -0.13 | -0.91 |
1 Year | 11.15 | 3.97 | 1.54 |
3 Years Annualised | -0.77 | -4.44 | -5.75 |
5 Years Annualised | 1.59 | -2.58 | -4.15 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | - | - | - |
2023 | 3.89 | 1.63 | 0.29 | 5.00 |
2022 | -10.26 | -12.68 | 3.29 | -1.17 |
2021 | 2.63 | 4.61 | 0.66 | 1.95 |
2020 | -11.73 | 3.21 | 2.20 | 12.40 |
2019 | 6.19 | 4.68 | 1.38 | -2.40 |
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