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Quilter Inv UK Eq Lrg-Cp Val A GBP Inc (0P0000YGCI.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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126.79-0.11 (-0.09%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.87%
5-year average return5.41%
Number of years up7
Number of years down2
Best 1-yr total return (16 May 2023)19.75%
Worst 1-yr total return (16 May 2023)N/A
Best 3-yr total return19.75%
Worst 3-yr total return-0.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000YGCI.LCategory
YTD4.87%0.00%
1-month-2.09%0.00%
3-month-3.55%0.00%
1-year10.04%0.00%
3-year15.53%0.00%
5-year5.41%0.00%
10-year5.83%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000YGCI.LCategory
2023
N/AN/A
2022
9.00%N/A
2021
15.54%N/A
2020
-9.75%N/A
2019
19.75%N/A
2018
-7.50%N/A
2017
9.80%N/A
2016
8.73%N/A
2015
5.74%N/A
2014
5.84%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.16%N/AN/AN/A
20223.24%-3.67%-2.88%12.85%
20215.71%3.86%0.64%4.58%
2020-23.86%9.99%-4.96%13.39%
20198.81%3.87%1.15%4.74%
2018-5.67%7.12%-0.30%-8.18%
20174.93%1.20%-0.44%3.85%
20162.00%4.77%6.49%-4.46%
20154.57%-3.81%-1.32%6.53%
20141.40%2.00%-0.73%3.09%
20130.95%5.38%N/AN/A

Rank in category (by total return)

YTD22
1-month26
3-month41
1-year2
3-year23
5-year6

Load adjusted returns

1-year11.72%
3-year13.70%
5-year6.04%
10-year6.40%