Opus Global Cautious Fund Class Somerset (USD)

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Growth Of 1000 (GBP) 31/03/2021
Fund:  Opus Global Cautious Fund Class Somerset (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)31/03/2021
 201720182019202031/03
Price Return3.83-2.039.994.652.63
+/- Category2.00-1.23-0.450.472.11
+/- Category Index0.25-3.75-3.59-4.592.76
% Rank in Category3068564811
Trailing Returns (GBP)16/04/2021
   Total Returns   +/- Category   +/- Category Index
1 Day0.08   0.060.19
1 Week-0.38   0.521.04
1 Month1.34   -0.44-0.89
3 Months1.14   0.661.44
6 Months10.30   6.108.10
YTD4.96   3.163.83
1 Year41.50   32.5431.40
3 Years Annualised7.32   0.79-2.73
5 Years Annualised-   --
10 Years Annualised-   --
 
Quarterly Returns (GBP)31/03/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20212.63---
2020-11.733.212.2012.40
20196.194.681.38-2.40
2018-3.226.352.73-7.34
20172.77-0.88-0.122.06
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1731 Mar 1831 Mar 1931 Mar 2031 Mar 21
--2.217.50-8.5721.68
 
 
 
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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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