Opus Global Cautious Fund Class Somerset (USD)

Register to Unlock Ratings
Growth Of 1000 (GBP) 30/06/2021
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)30/06/2021
Price Return3.83-2.039.994.657.36
+/- Category2.00-1.23-0.450.472.98
+/- Category Index0.25-3.75-3.59-4.592.90
% Rank in Category306856489
Trailing Returns (GBP)23/07/2021
   Total Returns   +/- Category   +/- Category Index
1 Day0.04   -0.440.04
1 Week0.29   1.151.33
1 Month1.74   1.541.12
3 Months0.61   -1.81-2.21
6 Months0.19   -4.84-6.21
YTD5.80   1.170.70
1 Year20.62   12.3410.74
3 Years Annualised4.57   -0.63-3.88
5 Years Annualised-   --
10 Years Annualised-   --
Quarterly Returns (GBP)30/06/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 1730 Jun 1830 Jun 1930 Jun 2030 Jun 21
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)

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement