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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
Morgan Stanley UK Global Sustain I HAcc (0P0001IRSO.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
1,329.22
+1.38
(+0.10%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
2.46%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (3 May 2024)
20.36%
Worst 1-yr total return (3 May 2024)
N/A
Best 3-yr total return
20.36%
Worst 3-yr total return
2.54%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001IRSO.L
Category
YTD
6.25%
0.00%
1-month
0.00%
0.00%
3-month
6.25%
0.00%
1-year
20.27%
0.00%
3-year
5.58%
0.00%
5-year
0.00%
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
0P0001IRSO.L
Category
2024
N/A
N/A
2023
18.85%
N/A
2022
-20.24%
N/A
2021
20.36%
N/A
2020
12.31%
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.25%
N/A
N/A
N/A
2023
5.00%
6.51%
-2.62%
9.13%
2022
-7.39%
-13.73%
-6.09%
6.30%
2021
3.01%
6.41%
1.27%
8.43%
2020
-12.25%
14.50%
6.46%
5.01%
Rank in category (by total return)
YTD
N/A
1-month
N/A
3-month
N/A
1-year
N/A
3-year
N/A
5-year
N/A
Load adjusted returns
1-year
20.27%
3-year
5.58%
5-year
N/A
10-year
N/A
Data disclaimer
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