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How I founded Britain's most respected removals firm
'Doing removals defines you for the rest of your working life'
Optima Balanced Fund C Income (0P0001485F.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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146.60
-0.90
(-0.61%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
N/A
5-year average return
N/A
Number of years up
5
Number of years down
1
Best 1-yr total return (Invalid Date)
11.83%
Worst 1-yr total return (Invalid Date)
-5.41%
Best 3-yr total return
11.83%
Worst 3-yr total return
2.59%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001485F.L
Category
YTD
3.19%
2.91%
1-month
-0.26%
0.67%
3-month
0.49%
2.91%
1-year
9.05%
12.90%
3-year
4.06%
6.44%
5-year
4.56%
6.97%
10-year
0.00%
4.88%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P0001485F.L
Category
2021
N/A
N/A
2020
5.51%
N/A
2019
11.83%
N/A
2018
-5.41%
N/A
2017
7.42%
N/A
2016
6.26%
N/A
2015
2.85%
1.35%
2014
N/A
5.51%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
0.51%
2.93%
N/A
N/A
2020
-10.81%
10.70%
1.70%
5.07%
2019
4.75%
2.54%
2.17%
1.91%
2018
-3.28%
4.39%
-0.44%
-5.91%
2017
3.00%
1.35%
0.37%
2.53%
2016
-0.60%
-0.09%
5.56%
1.36%
2015
4.23%
-0.63%
-4.23%
3.68%
2014
1.25%
N/A
N/A
N/A
Rank in category (by total return)
YTD
83
1-month
60
3-month
84
1-year
79
3-year
63
5-year
53
Load adjusted returns
1-year
10.55%
3-year
4.57%
5-year
5.82%
10-year
N/A
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