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MGTS Clarion Meridian Portfolio P Inc (0P0001JUY7.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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205.87-0.34 (-0.16%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.81%
5-year average return3.70%
Number of years up3
Number of years down1
Best 1-yr total return (31 May 2024)24.02%
Worst 1-yr total return (31 May 2024)N/A
Best 3-yr total return24.02%
Worst 3-yr total return-0.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001JUY7.LCategory
YTD4.94%0.00%
1-month-0.05%0.00%
3-month5.09%0.00%
1-year10.52%0.00%
3-year0.16%0.00%
5-year3.07%0.00%
10-year4.16%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001JUY7.LCategory
2024
N/AN/A
2023
6.89%N/A
2022
-13.23%N/A
2021
8.31%N/A
2020
5.63%N/A
2019
14.43%N/A
2018
-8.81%N/A
2017
8.69%N/A
2016
10.09%N/A
2015
3.60%N/A
2014
4.80%N/A
2013
14.92%N/A
2012
11.10%N/A
2011
-6.93%N/A
2010
14.04%N/A
2009
24.02%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.00%N/AN/AN/A
20231.34%-0.56%0.63%5.40%
2022-4.40%-9.05%-1.97%1.80%
20211.97%4.33%0.25%1.56%
2020-17.23%13.33%2.69%9.66%
20196.21%2.99%1.24%3.33%
2018-6.29%6.62%1.04%-9.67%
20173.31%1.14%-0.26%4.29%
2016-1.68%0.36%8.30%3.02%
20155.73%-2.42%-5.39%6.14%
20140.58%0.38%0.70%3.08%
20138.15%-1.02%4.12%3.11%
20126.14%-4.32%6.05%3.16%
2011-0.91%-0.13%-9.97%4.45%
20105.50%-6.54%8.08%7.02%
2009-3.46%10.84%13.61%2.01%
2008-7.30%-11.68%N/AN/A

Rank in category (by total return)

YTD12
1-month16
3-month6
1-year27
3-year85
5-year82

Load adjusted returns

1-year10.52%
3-year0.16%
5-year3.07%
10-year4.16%