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Chelverton Global Consumer Franchise UCITS Fund (0P00014IFD.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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16,495.70+53.80 (+0.33%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.91%
5-year average return1.32%
Number of years up6
Number of years down3
Best 1-yr total return (20 Jun 2024)14.48%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return14.48%
Worst 3-yr total return-0.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00014IFD.LCategory
YTD3.61%0.00%
1-month1.01%0.00%
3-month2.18%0.00%
1-year0.64%0.00%
3-year-0.99%0.00%
5-year2.19%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00014IFD.LCategory
2024
N/AN/A
2023
-6.86%N/A
2022
-2.25%N/A
2021
9.00%N/A
2020
5.24%N/A
2019
13.88%N/A
2018
-13.19%N/A
2017
14.45%N/A
2016
14.48%N/A
2015
14.48%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.58%N/AN/AN/A
20230.20%-5.50%-1.08%-0.57%
2022-5.59%-0.50%-3.04%7.32%
2021-0.70%8.98%-4.47%5.44%
2020-10.96%12.46%1.29%3.75%
201911.53%1.04%2.28%-1.20%
2018-9.04%3.15%2.50%-9.73%
201710.40%3.24%-4.52%5.17%
20167.36%10.49%1.50%-4.92%
20157.57%-5.20%3.58%8.37%

Rank in category (by total return)

YTD51
1-month38
3-month30
1-year78
3-year68
5-year73

Load adjusted returns

1-year-4.24%
3-year-2.62%
5-year1.18%
10-yearN/A