UK markets close in 1 hour 11 minutes

NGAM Investment Funds U.K. ICVC - H2O Multireturns Fund (0P0000ZWW3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
182.38-0.64 (-0.35%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.07%
5-year average return4.59%
Number of years up8
Number of years down1
Best 1-yr total return (20 Apr 2023)21.09%
Worst 1-yr total return (20 Apr 2023)N/A
Best 3-yr total return21.09%
Worst 3-yr total return0.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZWW3.LCategory
YTD5.07%0.00%
1-month5.41%0.00%
3-month4.23%0.00%
1-year14.49%0.00%
3-year16.71%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
0P0000ZWW3.LCategory
2023
N/AN/A
2022
5.80%N/A
2021
6.06%N/A
2020
-9.78%N/A
2019
16.87%N/A
2018
10.59%N/A
2017
7.24%N/A
2016
0.36%N/A
2015
21.09%N/A
2014
12.52%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.21%N/AN/AN/A
2022-0.30%-6.49%-8.60%24.16%
20216.85%1.00%1.07%-2.76%
2020-31.06%10.42%-1.84%20.75%
2019-0.80%3.19%10.61%3.21%
20185.81%1.78%-3.25%6.15%
20170.10%5.88%2.75%-1.52%
2016-8.34%-4.52%1.51%12.98%
201511.95%-5.14%10.34%3.35%
20146.71%0.34%10.88%-5.22%

Rank in category (by total return)

YTD14
1-month45
3-month14
1-year9
3-year5
5-year13

Load adjusted returns

1-year10.54%
3-year15.22%
5-year5.20%
10-yearN/A