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Quilter Inv Cirilium Bal Blend L £ Acc (0P0001HO9I.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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114.01-0.14 (-0.12%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.39%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (28 Jun 2024)6.75%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return6.75%
Worst 3-yr total return1.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001HO9I.LCategory
YTD2.78%0.00%
1-month0.63%0.00%
3-month2.11%0.00%
1-year7.20%0.00%
3-year2.12%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001HO9I.LCategory
2024
N/AN/A
2023
6.75%N/A
2022
-5.62%N/A
2021
4.92%N/A
2020
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.88%N/AN/AN/A
20232.34%0.09%-0.01%4.22%
2022-1.90%-4.79%-1.18%2.26%
20210.51%2.88%0.43%1.03%
202010.46%1.46%5.64%N/A

Rank in category (by total return)

YTD51
1-month65
3-month53
1-year78
3-year24
5-yearN/A

Load adjusted returns

1-year7.20%
3-year2.12%
5-yearN/A
10-yearN/A