Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Responsible Focus (CHF) AARegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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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) | 31/03/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |||
Price Return | 13.67 | 6.40 | 11.17 | -8.82 | 10.07 | 3.82 | ||
+/- Category | 0.21 | -3.26 | 0.57 | -4.34 | 0.48 | 3.04 | ||
+/- Category Index | 1.35 | -4.06 | 0.37 | -2.07 | -6.31 | 0.34 | ||
% Rank in Category | 56 | 80 | 49 | 82 | 48 | 12 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.12 | 0.24 | 0.36 |
1 Week | -2.01 | -0.98 | -0.95 |
1 Month | -1.60 | -0.09 | -1.41 |
3 Months | 2.58 | 2.04 | -1.18 |
6 Months | 6.03 | 3.50 | -1.55 |
YTD | 0.83 | 3.62 | -0.26 |
1 Year | 5.70 | 2.57 | -5.46 |
3 Years Annualised | 2.77 | -0.51 | -3.26 |
5 Years Annualised | 4.94 | -0.16 | -2.46 |
10 Years Annualised | - | - | - |
Category: CHF Aggressive Allocation | |||
Category Index: Cat 40%Citi SwissGBI&60%MSCI Wld Free NR |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.82 | - | - | - |
2023 | 3.23 | 1.52 | -0.27 | 5.32 |
2022 | -3.24 | -7.44 | 0.72 | 1.08 |
2021 | 0.14 | 5.92 | -0.07 | 4.88 |
2020 | -12.78 | 14.35 | 1.14 | 5.48 |
2019 | 5.33 | 5.75 | 2.36 | -0.30 |
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