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NGAM Investment Funds U.K. ICVC - H2O Multireturns Fund (0P0000ZWW2.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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207.29-0.72 (-0.35%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.04%
5-year average return4.59%
Number of years up8
Number of years down1
Best 1-yr total return (20 Apr 2023)21.06%
Worst 1-yr total return (20 Apr 2023)N/A
Best 3-yr total return21.06%
Worst 3-yr total return0.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZWW2.LCategory
YTD5.04%0.00%
1-month5.42%0.00%
3-month3.88%0.00%
1-year14.46%0.00%
3-year16.70%0.00%
5-year4.59%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZWW2.LCategory
2023
N/AN/A
2022
5.80%N/A
2021
6.06%N/A
2020
-9.77%N/A
2019
16.89%N/A
2018
10.59%N/A
2017
7.26%N/A
2016
0.38%N/A
2015
21.06%N/A
2014
12.53%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.18%N/AN/AN/A
2022-0.30%-6.49%-8.61%24.17%
20216.85%1.00%1.06%-2.76%
2020-31.06%10.42%-1.84%20.75%
2019-0.80%3.20%10.62%3.21%
20185.81%1.78%-3.26%6.15%
20170.12%5.87%2.76%-1.53%
2016-8.33%-4.52%1.51%12.98%
201511.96%-5.15%10.31%3.34%
20146.72%0.34%10.89%-5.23%

Rank in category (by total return)

YTD15
1-month45
3-month15
1-year10
3-year5
5-year13

Load adjusted returns

1-year10.50%
3-year15.21%
5-year5.19%
10-yearN/A