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Quilter Investors Investment Grade Corporate Bond Fund (0P00011WJS.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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127.80+0.20 (+0.16%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.08%
5-year average return1.03%
Number of years up7
Number of years down3
Best 1-yr total return (19 Jun 2024)10.28%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return10.28%
Worst 3-yr total return-2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00011WJS.LCategory
YTD-1.64%0.00%
1-month-0.16%0.00%
3-month0.40%0.00%
1-year8.09%0.00%
3-year-1.77%0.00%
5-year0.85%0.00%
10-year2.26%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00011WJS.LCategory
2024
N/AN/A
2023
10.28%N/A
2022
-12.60%N/A
2021
-1.92%N/A
2020
7.74%N/A
2019
8.67%N/A
2018
-2.12%N/A
2017
5.19%N/A
2016
6.92%N/A
2015
1.90%N/A
2014
6.42%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.16%N/AN/AN/A
20231.90%-2.37%1.48%9.24%
2022-4.38%-7.10%-9.01%8.12%
2021-2.52%1.37%-0.37%-0.38%
2020-3.35%7.01%1.54%2.58%
20193.38%2.26%1.97%0.80%
2018-1.10%0.00%0.26%-1.28%
20171.89%1.40%0.43%1.38%
20161.95%1.67%5.08%-1.83%
20153.11%-2.70%0.51%1.05%
20142.17%1.79%0.76%1.55%
20132.21%1.31%N/AN/A

Rank in category (by total return)

YTD79
1-month95
3-month87
1-year55
3-year9
5-year12

Load adjusted returns

1-year8.09%
3-year-1.77%
5-year0.85%
10-year2.26%