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Quilter Investors Cirilium Bal R GBP Acc (0P0000G2E7.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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226.52+0.24 (+0.11%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.69%
5-year average return1.91%
Number of years up12
Number of years down3
Best 1-yr total return (21 Jun 2024)27.15%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return27.15%
Worst 3-yr total return-0.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000G2E7.LCategory
YTD2.12%0.00%
1-month0.75%0.00%
3-month1.92%0.00%
1-year5.98%0.00%
3-year-0.64%0.00%
5-year2.23%0.00%
10-year3.99%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000G2E7.LCategory
2024
N/AN/A
2023
5.49%N/A
2022
-11.31%N/A
2021
5.45%N/A
2020
5.55%N/A
2019
11.63%N/A
2018
-6.98%N/A
2017
9.50%N/A
2016
15.42%N/A
2015
2.25%N/A
2014
5.91%N/A
2013
12.73%N/A
2012
12.14%N/A
2011
-2.92%N/A
2010
13.55%N/A
2009
27.15%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.33%N/AN/AN/A
20231.70%-0.47%-0.52%4.76%
2022-4.17%-7.24%-2.19%2.01%
20211.01%3.03%0.96%0.37%
2020-17.69%13.75%3.76%8.64%
20195.23%2.87%0.31%2.80%
2018-3.19%2.25%1.04%-7.00%
20173.98%2.27%0.73%2.23%
2016-0.38%2.72%9.33%3.17%
20155.23%-1.82%-4.80%3.95%
20140.27%1.94%1.38%2.22%
20138.29%-0.42%2.87%1.63%
20126.75%-3.16%4.08%4.23%
20111.47%1.53%-5.79%0.03%
20105.57%-3.08%5.35%5.34%
2009-1.69%8.99%14.70%3.45%
2008-7.22%-4.51%N/AN/A

Rank in category (by total return)

YTD71
1-month53
3-month61
1-year90
3-year84
5-year76

Load adjusted returns

1-year5.98%
3-year-0.64%
5-year2.23%
10-year3.99%