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Majedie Asset Management UK Income Fund Class Z Accumulation Shares (0P0001618G.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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130.29-0.32 (-0.25%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years down2
Best 1-yr total return (Invalid Date)40.08%
Worst 1-yr total return (Invalid Date)-13.15%
Best 3-yr total return40.08%
Worst 3-yr total return-2.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001618G.LCategory
YTD10.94%4.24%
1-month1.53%1.48%
3-month4.54%4.24%
1-year26.19%14.68%
3-year-1.14%7.57%
5-year2.79%11.27%
10-year0.00%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001618G.LCategory
2021
N/AN/A
2020
-13.15%N/A
2019
15.48%N/A
2018
-7.77%N/A
2017
11.20%N/A
2016
6.64%N/A
2015
2.61%6.33%
2014
11.13%3.89%
2013
40.08%25.89%
2012
18.90%14.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.73%N/AN/AN/A
2020-27.15%7.98%-2.31%13.00%
20197.60%1.64%-0.14%5.74%
2018-3.38%10.82%-1.76%-12.31%
20172.87%2.61%1.55%3.75%
2016-1.00%-5.54%8.56%5.04%
20156.79%-2.52%-2.30%0.89%
20141.19%2.13%1.82%5.61%
201313.30%2.76%8.66%10.72%
20124.07%-0.40%9.61%4.65%

Rank in category (by total return)

YTD81
1-month9
3-month49
1-year65
3-year87
5-year62

Load adjusted returns

1-year20.63%
3-year-1.90%
5-year5.09%
10-yearN/A