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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
Algebris UCITS Funds plc - Algebris Financial Credit Fund (0P0001JT7W.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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12,028.00
+29.00
(+0.24%)
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
2.61%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (2 May 2024)
13.34%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
13.34%
Worst 3-yr total return
2.11%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001JT7W.L
Category
YTD
2.87%
0.00%
1-month
2.34%
0.00%
3-month
2.87%
0.00%
1-year
19.19%
0.00%
3-year
2.48%
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
0P0001JT7W.L
Category
2024
N/A
N/A
2023
13.34%
N/A
2022
-9.78%
N/A
2021
4.11%
N/A
2020
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
2.87%
N/A
N/A
N/A
2023
-2.18%
3.53%
1.84%
9.89%
2022
-3.79%
-8.63%
-5.76%
8.90%
2021
1.77%
1.80%
0.18%
0.31%
2020
12.72%
3.14%
6.30%
N/A
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
19.19%
3-year
2.48%
5-year
N/A
10-year
N/A
Data disclaimer
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