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J O Hambro Capital Management UK Opportunities Fund (0P0000J3MF.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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209.70+1.70 (+0.82%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.13%
5-year average return2.62%
Number of years up12
Number of years down3
Best 1-yr total return (3 Jul 2024)23.22%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return23.22%
Worst 3-yr total return0.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000J3MF.LCategory
YTD4.11%0.00%
1-month0.43%0.00%
3-month4.44%0.00%
1-year7.28%0.00%
3-year2.10%0.00%
5-year3.74%0.00%
10-year4.56%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J3MF.LCategory
2024
N/AN/A
2023
6.48%N/A
2022
-4.09%N/A
2021
10.01%N/A
2020
-3.90%N/A
2019
13.06%N/A
2018
-1.83%N/A
2017
3.23%N/A
2016
14.20%N/A
2015
8.11%N/A
2014
3.56%N/A
2013
23.22%N/A
2012
11.93%N/A
2011
5.09%N/A
2010
14.24%N/A
2009
18.59%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.34%N/AN/AN/A
20234.81%-1.11%-1.76%4.59%
2022-4.32%-7.21%-1.49%9.67%
20215.14%3.86%0.23%0.51%
2020-19.83%13.41%-0.47%6.20%
20196.22%2.56%1.29%2.46%
2018-4.95%7.71%0.15%-4.25%
20171.60%1.21%0.00%0.38%
20163.27%3.23%5.74%1.31%
20155.08%0.44%-2.38%4.94%
20140.75%2.91%-1.38%1.29%
201311.92%0.31%3.36%6.20%
20127.20%-0.83%4.45%0.80%
20111.33%3.22%-6.64%7.63%
20106.63%-5.68%9.15%4.07%
2009-11.06%5.74%18.47%6.44%

Rank in category (by total return)

YTD88
1-month99
3-month92
1-year84
3-year61
5-year69

Load adjusted returns

1-year1.92%
3-year0.37%
5-year2.69%
10-year4.02%