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FTSE 100
8,297.59
+84.10
(+1.02%)
FTSE 250
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AIM
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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
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.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
2.29%
5-year average return
3.62%
Number of years up
4
Number of years down
2
Best 1-yr total return (3 May 2024)
12.62%
Worst 1-yr total return (3 May 2024)
N/A
Best 3-yr total return
12.62%
Worst 3-yr total return
0.61%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001CEPA.L
Category
YTD
4.42%
0.00%
1-month
2.52%
0.00%
3-month
4.42%
0.00%
1-year
11.67%
0.00%
3-year
2.51%
0.00%
5-year
4.35%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P0001CEPA.L
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
4.42%
N/A
N/A
N/A
2023
3.31%
1.56%
-2.08%
7.53%
2022
-4.57%
-8.89%
-2.81%
1.93%
2021
1.80%
5.48%
0.67%
2.08%
2020
-12.90%
10.83%
3.70%
7.03%
2019
6.93%
2.68%
0.99%
1.57%
2018
-2.83%
0.40%
0.89%
-7.07%
Rank in category (by total return)
YTD
48
1-month
69
3-month
48
1-year
35
3-year
72
5-year
70
Load adjusted returns
1-year
11.67%
3-year
2.51%
5-year
4.35%
10-year
N/A
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