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Quilter Investors Natural Resources Equity Fund (0P00011WK3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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164.80+1.20 (+0.73%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.98%
5-year average return9.71%
Number of years up6
Number of years down4
Best 1-yr total return (3 May 2024)84.66%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return84.66%
Worst 3-yr total return0.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00011WK3.LCategory
YTD0.45%0.00%
1-month7.72%0.00%
3-month0.45%0.00%
1-year1.10%0.00%
3-year7.68%0.00%
5-year8.50%0.00%
10-year5.02%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00011WK3.LCategory
2024
N/AN/A
2023
-4.31%N/A
2022
9.58%N/A
2021
21.46%N/A
2020
13.06%N/A
2019
13.67%N/A
2018
-11.78%N/A
2017
10.69%N/A
2016
84.66%N/A
2015
-33.96%N/A
2014
-16.31%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.45%N/AN/AN/A
2023-4.92%-3.43%3.28%0.91%
202213.89%-15.81%6.96%6.84%
20212.46%7.19%3.73%6.61%
2020-24.70%22.97%3.20%18.31%
20199.36%3.37%-0.84%1.41%
2018-8.26%14.68%-3.27%-13.31%
20171.65%-7.78%8.95%8.38%
201618.05%22.22%15.76%10.57%
2015-4.25%-4.66%-27.54%-0.15%
20140.35%6.81%-7.27%-15.81%
201312.93%-3.25%N/AN/A

Rank in category (by total return)

YTD65
1-month64
3-month65
1-year48
3-year41
5-year45

Load adjusted returns

1-year1.10%
3-year7.68%
5-year8.50%
10-year5.02%