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LF Purisima EAFE Total Rtn A PCG (0P0000KO41.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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247.00-4.46 (-1.77%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.23%
5-year average return7.95%
Number of years up11
Number of years down5
Best 1-yr total return (14 June 2024)26.14%
Worst 1-yr total return (14 June 2024)N/A
Best 3-yr total return26.14%
Worst 3-yr total return3.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KO41.LCategory
YTD8.62%0.00%
1-month0.89%0.00%
3-month3.86%0.00%
1-year14.84%0.00%
3-year5.64%0.00%
5-year9.10%0.00%
10-year7.64%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KO41.LCategory
2024
N/AN/A
2023
13.87%N/A
2022
-9.83%N/A
2021
10.50%N/A
2020
12.23%N/A
2019
22.28%N/A
2018
-13.11%N/A
2017
15.34%N/A
2016
18.88%N/A
2015
4.16%N/A
2014
-1.15%N/A
2013
19.41%N/A
2012
11.74%N/A
2011
-13.06%N/A
2010
17.48%N/A
2009
26.14%N/A
2008
-26.95%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.03%N/AN/AN/A
20238.96%0.16%-3.92%8.60%
2022-7.79%-10.56%-0.12%9.47%
20211.05%7.09%0.41%1.70%
2020-18.05%19.73%3.76%10.23%
20198.66%7.40%1.25%3.48%
2018-5.22%3.47%2.17%-13.28%
20176.46%4.60%2.30%1.24%
2016-1.56%3.16%11.21%5.26%
201512.31%-5.98%-8.60%7.93%
2014-1.82%-0.47%-1.86%3.07%
201312.20%-0.49%3.52%3.31%
201212.02%-9.31%3.50%6.28%
20111.59%2.14%-21.95%7.34%
20108.36%-13.29%10.59%13.07%
2009-11.16%12.68%23.00%2.45%
2008-9.61%3.30%-16.68%-6.09%
20075.09%3.75%-0.48%N/A

Rank in category (by total return)

YTD3
1-month50
3-month31
1-year24
3-year24
5-year8

Load adjusted returns

1-year8.81%
3-year3.76%
5-year7.93%
10-year7.06%