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Omnis Managed Adventurous B (0P0000K7C3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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434.97+2.81 (+0.65%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.57%
5-year average return5.22%
Number of years up11
Number of years down3
Best 1-yr total return (5 Jul 2024)26.25%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return26.25%
Worst 3-yr total return0.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K7C3.LCategory
YTD6.51%0.00%
1-month2.10%0.00%
3-month5.44%0.00%
1-year11.61%0.00%
3-year1.75%0.00%
5-year6.20%0.00%
10-year7.26%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K7C3.LCategory
2024
N/AN/A
2023
10.21%N/A
2022
-12.86%N/A
2021
8.12%N/A
2020
9.03%N/A
2019
26.25%N/A
2018
-10.49%N/A
2017
15.85%N/A
2016
16.18%N/A
2015
6.36%N/A
2014
6.04%N/A
2013
18.67%N/A
2012
13.25%N/A
2011
-5.73%N/A
2010
16.67%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.00%N/AN/AN/A
20234.48%0.41%-1.39%6.54%
2022-6.59%-8.11%-2.21%3.81%
20211.84%6.08%-0.56%0.65%
2020-22.06%20.06%3.40%12.70%
20199.33%6.49%3.11%5.18%
2018-5.82%6.51%1.32%-11.92%
20176.46%3.12%0.66%4.83%
20160.85%1.73%11.24%1.79%
20158.17%-2.90%-7.18%9.10%
2014-0.03%1.82%0.97%3.18%
201310.31%-1.23%4.83%3.91%
20128.99%-5.52%5.92%3.83%
20110.58%1.18%-11.20%4.32%
20106.74%-8.69%9.04%9.78%
20097.72%18.48%3.95%N/A

Rank in category (by total return)

YTD34
1-month7
3-month6
1-year67
3-year79
5-year52

Load adjusted returns

1-year11.61%
3-year1.75%
5-year6.20%
10-year7.26%