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Personal Portfolio Cautious 3 Acc GBP (0P0001PQ0N.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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109.94+0.55 (+0.50%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.69%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (5 Jun 2024)8.01%
Worst 1-yr total return (5 Jun 2024)N/A
Best 3-yr total return8.01%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001PQ0N.LCategory
YTD1.45%0.00%
1-month-1.34%0.00%
3-month1.78%0.00%
1-year6.28%0.00%
3-year0.00%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
0P0001PQ0N.LCategory
2024
N/AN/A
2023
8.01%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.83%N/AN/AN/A
20232.81%-0.38%-0.40%5.87%
20223.08%N/AN/AN/A

Rank in category (by total return)

YTD22
1-month71
3-month20
1-year21
3-yearN/A
5-yearN/A

Load adjusted returns

1-year6.28%
3-yearN/A
5-yearN/A
10-yearN/A