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Money
What does the UK general election mean for your finances?
Implications of a snap election on your pensions, savings, tax and investments
Union APEC Balanced USD ND (0P0001OAU3)
Other OTC - Other OTC Delayed price. Currency in USD
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10.03
+0.05
(+0.50%)
At close: 04:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.04%
5-year average return
0.00%
Number of years up
1
Number of years down
N/A
Best 1-yr total return (20 May 2024)
17.13%
Worst 1-yr total return (20 May 2024)
N/A
Best 3-yr total return
17.13%
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001OAU3
Category
YTD
2.73%
0.00%
1-month
0.46%
0.00%
3-month
4.53%
0.00%
1-year
12.46%
0.00%
3-year
0.00%
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
0P0001OAU3
Category
2024
N/A
N/A
2023
17.13%
N/A
2022
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
2.26%
N/A
N/A
N/A
2023
7.89%
3.23%
-2.91%
8.31%
2022
-14.71%
-5.40%
3.43%
N/A
Rank in category (by total return)
YTD
24
1-month
1
3-month
11
1-year
29
3-year
N/A
5-year
N/A
Load adjusted returns
1-year
9.46%
3-year
N/A
5-year
N/A
10-year
N/A
Data disclaimer
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