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Ninety One UK Equity Income I Acc (0P00015H6U.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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157.40+1.17 (+0.75%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.40%
5-year average return3.56%
Number of years up5
Number of years down3
Best 1-yr total return (3 May 2024)22.81%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return22.81%
Worst 3-yr total return1.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00015H6U.LCategory
YTD0.55%0.00%
1-month1.75%0.00%
3-month0.55%0.00%
1-year4.11%0.00%
3-year5.38%0.00%
5-year4.53%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015H6U.LCategory
2024
N/AN/A
2023
7.67%N/A
2022
-2.71%N/A
2021
13.58%N/A
2020
-4.91%N/A
2019
22.81%N/A
2018
-7.52%N/A
2017
11.92%N/A
2016
10.53%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.55%N/AN/AN/A
20233.98%-0.60%-0.01%4.18%
2022-4.90%-5.14%0.07%7.76%
20212.24%6.77%-0.34%4.41%
2020-18.23%12.88%0.41%2.61%
201911.96%6.35%1.35%1.77%
2018-5.11%8.67%-0.37%-9.98%
20177.37%2.41%-0.33%2.12%
20160.08%3.22%8.23%-1.14%
2015-2.26%-3.24%6.33%N/A

Rank in category (by total return)

YTD89
1-month96
3-month89
1-year84
3-year61
5-year55

Load adjusted returns

1-year4.11%
3-year5.38%
5-year4.53%
10-yearN/A