UK markets close in 8 hours 11 minutes

True Potential Goldman Sachs Bal Acc (0P0001CEPA.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
119.34-0.04 (-0.03%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.29%
5-year average return3.62%
Number of years up4
Number of years down2
Best 1-yr total return (3 May 2024)12.62%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return12.62%
Worst 3-yr total return0.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001CEPA.LCategory
YTD4.42%0.00%
1-month2.52%0.00%
3-month4.42%0.00%
1-year11.67%0.00%
3-year2.51%0.00%
5-year4.35%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001CEPA.LCategory
2024
N/AN/A
2023
10.48%N/A
2022
-13.87%N/A
2021
10.35%N/A
2020
7.14%N/A
2019
12.62%N/A
2018
-8.53%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.42%N/AN/AN/A
20233.31%1.56%-2.08%7.53%
2022-4.57%-8.89%-2.81%1.93%
20211.80%5.48%0.67%2.08%
2020-12.90%10.83%3.70%7.03%
20196.93%2.68%0.99%1.57%
2018-2.83%0.40%0.89%-7.07%

Rank in category (by total return)

YTD48
1-month69
3-month48
1-year35
3-year72
5-year70

Load adjusted returns

1-year11.67%
3-year2.51%
5-year4.35%
10-yearN/A