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SUTL Cazenove Charity Equity Income SAcc (0P0001DJ0B.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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166.70+1.70 (+1.03%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.95%
5-year average return6.22%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)21.49%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return21.49%
Worst 3-yr total return-1.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001DJ0B.LCategory
YTD8.50%0.00%
1-month2.03%0.00%
3-month10.96%0.00%
1-year13.08%0.00%
3-year8.74%0.00%
5-year7.34%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001DJ0B.LCategory
2024
N/AN/A
2023
6.55%N/A
2022
7.00%N/A
2021
15.79%N/A
2020
-12.00%N/A
2019
21.49%N/A
2018
-10.34%N/A
2017
11.22%N/A
2016
9.51%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.20%N/AN/AN/A
20232.37%-0.48%1.91%2.62%
20227.45%-4.37%-5.87%10.63%
20214.14%5.80%1.96%3.07%
2020-27.99%7.97%-0.78%14.07%
20197.75%3.42%0.08%8.93%
2018-4.05%8.62%-2.62%-11.65%
20173.40%3.11%0.35%3.96%
2016-2.18%-1.63%9.09%4.32%

Rank in category (by total return)

YTD47
1-month71
3-month40
1-year68
3-year12
5-year21

Load adjusted returns

1-year13.08%
3-year8.74%
5-year7.34%
10-yearN/A